Training Manual Becoming Tax Professional

1. Introduction to Tax Preparation

• What a tax preparer does

• The role of PTIN (Preparer Tax Identification Number)

• Basics of federal tax code and deadlines

2. Understanding Tax Forms

• Form 1040 basics and schedules

• Common income types (W-2, 1099, etc.)

• Deductions and credits

3. IRS Rules & Procedures

• Ethical guidelines

• Filing requirements and documentation

• How to avoid common mistakes

4. Practice Tips

• Organizing client info

• Software tools for tax prep

• Client communication

5. Licensing Requirements

• Registering with IRS for PTIN

• Optional credentials (like AFSP or enrolled agent exams)
  (Note: These are typical parts of tax prep guides but not specific to Ross.)