Compiling Taxpayer Information

The tax preparer will learn how to collect taxpayer’s information needed to prepare an accurate tax return. This course will give detailed interviewing example questions to understand how to collect the necessary information. Completing an interview to gather taxpayer’s information to understand the taxpayer’s situation to prepare an accurate tax return is an essential step.

Sample questions are provided for each section of the tax return to help the student understand the importance of knowing the “how” to and “why” ask questions to gain the necessary information from the taxpayer.