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.


At the end of this course, the student will be able to do the following:

  • Identify the different segments of Form 1040.
  • Recognize the general items from each section.
  • Understand the information needed to file a correct tax return.
  • Learn sample questions for each section to build interviewing skills.

Field of Study: Federal Tax Law 2 Hours
Course Level: Basic to intermediate
Prerequisite: General tax preparation knowledge is required
Delivery Method: Self-Study

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