Tax Law
An introduction to preparing returns with TaxWise Online (TY2010)
See the TY2010 Forms and Pubs page for Training documents and the Preparer Page for preparer resources..
See also the Kent Scenario and associated Kent Refund Monitor (printable version)
Go through the steps below in order (Print this page and use it as a checklist of steps you have completed.)
Each step in the checklist below contains a link to the detail page for that step.
| Tax Law Checklist |
| Stage |
Step |
Notes / Comments |
| Introduction |
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Introduction to Tax Law |
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| IRS Pub 4491 Part 1: Getting Started |
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Lesson 1: Course Introduction |
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Lesson 2: Screening and Interviewing |
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Lesson 3: Filing Basics |
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| IRS Pub 4491 Part 2: Determining Filing Status and Exemptions |
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Lesson 4: Filing Status |
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Lesson 5: Personal Exemptions |
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Lesson 6: Dependency Exemptions |
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Lesson 7: Unique Filing Status and Exemption Situations |
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| IRS Pub 4491 Part 3: Determining Taxable Income |
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Lesson 8: Income — Wages, Interest, etc., Form 1040, Lines 7–11 |
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Lesson 9: Income — Business; Form 1040, Line 12 |
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Lesson 10: Income — Capital Gain or Loss; Form 1040, Line 13 |
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Lesson 11: Income — Retirement Income; Form 1040, Lines 15–16 |
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Lesson 12: Income — Rental and Schedule K-1s |
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Lesson 13: Income — Unemployment Compensation; Form 1040, Line 19 |
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Lesson 14: Income — Social Security Benefits; Form 1040, Line 20a |
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Lesson 15: Income — Other Income; Form 1040, Lines 21–22 |
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| IRS Pub 4491 Part 4: Determining Adjusted Gross Income (AGI) |
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Lesson 17: Adjustments to Income |
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| IRS Pub 4491 Part 5: Computing the Tax and Credits |
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Lesson 19: Standard Deduction and Tax Computation |
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Lesson 20: Itemized Deductions |
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Lesson 23: Credit for Child and Dependent Care Expenses |
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Lesson 24: Education Credits |
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Lesson 25: Foreign Tax Credit |
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Lesson 26: Child Tax Credit |
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Lesson 27: Miscellaneous Credits |
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| IRS Pub 4491 Part 6: Computing Other Taxes and Total Tax |
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Lesson 28: Other Taxes |
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| IRS Pub 4491 Part 7: Applying Refundable Credits and Computing Payments/Refund |
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Lesson 29: Payments |
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Lesson 30: Earned Income Credit (EIC) |
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Lesson 31: Refund and Amount of Tax Owed |
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| IRS Pub 4491 Part 8: Completing and Filing the Return |
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Lesson 32: Quality Review of Tax Return |
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Lesson 33: Concluding the Interview |
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| IRS Pub 4491 Part 9: Amending and Filing Returns |
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Lesson 35: Amended and Prior Year Returns |
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| New Jersey |
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Federal vs New Jersey Issues |
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Property Tax Relief Programs |
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Property Tax Reimbursement |
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| Optional |
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Lesson 36: Cancellation of Debt (COD) |
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Lesson 37: Health Savings Accounts (HSA) |
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The official IRS Certification Test for TY2010 is no longer available online. We will provide a substitute version soon.
TY2010_NewEFC_4491.zip
