How to conduct a tax interview
A good interview catches income and credits clients forget.
6 steps →How-to guides
Tax Preparer How-To Guides
Step-by-step guides to common tax preparer tasks: the practical side of the job.
Common tax preparer tasks
Step-by-step overviews of tasks tax preparers perform regularly. Use them to understand the job, prepare for training or refresh your memory.
How to prepare a return with self-employment income
Side businesses add forms and opportunities for deductions.
6 steps →How to quality-review a return before filing
A second look prevents costly errors.
6 steps →Before you practice
Learn every core task
Our Tax Preparer training walks through these procedures and more, alongside vocabulary, safety and career-launch lessons.