Course Description

Training Director

PTS Academy

Course curriculum

  • 1

    Introduction

    • Introduction

    • Mission/Vision Statement
  • 2

    Key Terms and Definitions

    • Key Tax Terms

    • Key Health Terms

    • Keyboard Shortcut Keys
  • 3

    Mobile Tax Preparer

    • Download Software

    • Section 101 - Income Tax Course

    • Section 101 - Test Your Knowledge

    • Section 102 - Income Tax Course

    • Section 102 - Test Your Knowledge

    • Section 103 - Affordable Care Act

    • Section 103 - Test Your Knowledge

    • Section 104 - Schedule C

    • Section 105 - Intake Process

    • Section 106 - How To Tutorials

    • Section 107 - Explaining the Fees

    • Section 108 - Tax Pro Docs

    • Section 109 - Transmitting the Return

    • Section 110 - Internal Documents and Resources

    • Training Director, Gwen Helton

    • End of Course - Final Exam