FREE TRIAL: Comprehensive Tax Course

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The Comprehensive Tax Course is a thorough, A to Z guide, providing students with the tools and skills they need to prepare individual tax returns. No prior tax or accounting knowledge is necessary, as this course will teach students how to prepare a tax return from start to finish. This course is continuously updated with the latest IRS guidance and legislative changes to keep you informed of the latest tax laws. Some of the major topics covered in this course include:

  • Filing Requirements – Who must file a tax return and which form must be used?
  • Types of Income – How are different types of income taxed?
  • Deductions and Credits – What tax benefits are available to maximize the client’s savings?
  • Responsibilities of Tax Professionals – What duties and responsibilities does a tax preparer owe to his or her clients?

After completing this course, students will have the necessary skill sets and confidence to prepare individual tax returns.

Click Here to Purchase the Full Course

The Comprehensive Tax Course is a thorough, A to Z guide, providing students with the tools and skills they need to prepare individual tax returns.

This is a Free Trial. Some of the items you may try to access will be locked and chapters are not available for download.  Any work done in the Free Trial will not be transferred to any live course purchased at a later date. If you attempt any work, you should save it, so it can be reentered if you purchase the live, full course version.

Product Description

This year’s edition has been completely revised and contains pointers you will appreciate as useful, practical advice to be applied in your daily work. Our materials concentrate on the advancement of careers and profitability. Relevant updates will also be regularly provided so that you remain informed on your craft. Upon completion of this course, you will have the knowledge to start making money as a tax preparer.

Free Shipping on student books shipped within the contiguous United States

Full Course Includes:Comprehensive Tax Course badge

  • 4 Modules comprised of 4 chapters each
  • Reading and Reference Materials
  • New! Lecture Videos reinforce concepts
  • Learning Activities
  • Real world examples and applications
  • Practical pointers for your own use
  • Quizzes & Tests
  • Surgent ITS Support by email
  • Automatic online grading with feedback
  • CTEC approved qualifying course *California Edition* is available for purchase (includes 4 supplemental state modules, 5 chapters each)
  • PDF downloads for reading materials
  • Hard copy books are available for purchase + Free Shipping within contiguous United States

 

BONUS Material:

  • FREE Tax Law Updates as they become available
  • FREE AFTR Course available when IRS releases access – Learn more about AFTR and the voluntary IRS Annual Filing Season Program (AFSP)
  • Once you have successfully completed the Comprehensive Tax Course, you are eligible to claim a sharable digital badgeLearn more about badges.

 


This course is not a webinar. For more details on course content, view Learning Objectives by Chapter for Standard Comprehensive.

Upon purchase, you will receive login credentials and may start your course right away. You can work at your own pace and access the course content at any time. Live course students have 6 months from purchase date to complete the course, though many students finish much earlier. A course extension may be purchased from our online store, if needed.


Upon successful completion of this course, you will be qualified to:

  • Prepare most individual tax returns, including Schedules C, D, and E;
  • Perform a thorough interview with a taxpayer
  • Determine a taxpayer’s filing status and eligibility for exemptions
  • Accurately report income and deductions for a taxpayer
  • Determine a taxpayer’s eligibility for credits and deductions
  • Compute depreciation for assets and eligibility for Section 179
  • Accurately calculate a taxpayer’s refund or balance due
  • Advise a taxpayer in tax planning strategies
  • (CA Edition) Register with CTEC as a tax preparer, provided you obtain a PTIN and tax preparer bond. Learn more about CTEC requirements here.

The Income Tax School will report all credit hours and completed certificates to the IRS and/or CTEC (for California preparers). Students will also earn a Certificate of Completion after each module is successfully completed.

CE Hours for Standard Edition

  • Module 1: 14 hours Federal Tax Law (IRS# EEZ75-T-00469-24-S)
  • Module 2: 15 hours Federal Tax Law (IRS# EEZ75-T-00470-24-S)
  • Module 3: 15 hours Federal Tax Law (IRS# EEZ75-T-00471-24-S)
  • Module 4: 13 hours Federal Tax Law
    • 7 hours Federal Tax Law Topics IRS# EEZ75-T-00472-24-S;
    • 4 hours Federal Tax Law Update IRS# EEZ75-U-00473-24-S;
    • 2 hours Ethics IRS# EEZ75-E-00474-24-S

CE Hours for California State Qualifying Education Edition

  • Comprehensive Tax Course: 45 hours Federal Tax Law
  • CA State Supplement: 15 hours California State Tax Law
  • Total hours of CE awarded for CA State Edition: 60 hours (45 Federal, 15 CA State)

Course FAQs

How do I get started?

Upon purchasing your course, you will receive login credentials via email to log in to our Learning Management System (LMS) and may begin your course right away. Your login credentials for the LMS and for your ITS account (used to purchase more courses or seminars) will be the same until and unless you change one or both of them.Back To Top

How long do I have to complete the course?

You can access and complete our courses online, 24/7, provided you have internet access. Course completion terms vary depending on the course or bundle you purchase. Typically, you will have 6 months to complete the Comprehensive Tax Course and 3 months for any of the Advanced or Small Business courses. This is based on a schedule of just one chapter per week, with 2 additional weeks to study for tests, though many students are able to complete their courses more quickly.
If you have purchased a bundle or certificate program product that includes multiple courses, you can to add the course terms together to get the completion terms of that product. Specific completion terms for each product are also listed on the corresponding product page.Back To Top

Do I have to buy hard copy books?

Hard copy books are completely optional. Some students prefer to work through reading materials offline and simply use the online platform to complete assignments, quizzes, and tests. The hard copy books are also a useful tool for tax preparers to use as a reference after they’ve completed the course and are filing tax returns in the field. You do not have to wait for your hard copy book to be shipped to you, but you can if you wish.Back To Top

I purchased a bundle/certificate program with books, but only received one book. Why?

Bundles and certificate program are products that include multiple courses designed to be taken in order. Depending on when you purchase, you could start your first course and by the time you’re ready to start the next one a new edition could be available. For this reason, we ship books one at a time to make sure you get the most up-to-date version available.Back To Top

Which edition should I choose: Standard or California?

The Standard edition of our courses contains information about federal tax law and is applicable to all US tax preparers. A California edition is available for our Comprehensive and Small Business I courses, which includes all the information of our Standard editions but adds a California state tax law supplement. If you’ll be filing returns for California residents and businesses, choose California. Otherwise, choose Standard.Back To Top

What grades do I need to pass the course?

A 70% minimum cumulative grade point average is required to pass each course module. This includes all graded assignments, quizzes, and final exams. Certificates of completion are awarded for each course module successfully completed; however, an overall course certificate of completion is awarded only if all related course modules are successfully completed. Certificates of Completion are emailed upon successful completion with a final passing grade of 70% or greater. You must successfully complete each section before you are able to move on to the next one.

If you’re unable to finish any graded assignment in one sitting, you can always save your place and sign off (just be sure NOT to click ‘submit all and finish’). When you sign back in you’ll be able to continue from where you left off. If you’d like, you can download any assignment to complete offline, and then input the answers when you have time.Back To Top

What happens once I complete my course?

Upon successful completion of the course, our school administrators will review your progress and you will receive a Certificate of Completion by The Income Tax School (ITS). We will also report your credits to the IRS and CTEC (if applicable), provided you have submitted an active Preparer Tax Identification Number (PTIN) to us. Click here for information on how to obtain an active PTIN from the IRS.Back To Top

I’m buying a course on behalf of someone else, what should I do?

For business owners operating their own tax school who wish to license our courses for their students: email customercare@theincometaxschool.com or call 1-800-984-1040.

Many customers come to us and are buying a course or seminar for someone else. They could be buying the course for their spouse, or a business owner purchasing for an employee(s), or an employee signing up for a course that their employer is paying for. In those cases, use the following steps:

  1. Select your course(s)
  2. Proceed to checkout
  3. Fill the billing address and payment fields with the information of the person paying for the course.
  4. In the Additional Comments section: enter the names and emails of the person(s) taking the course(s)

Example: Jane is a business owner who wants to purchase the Comprehensive Tax Course for Megan and the CTP Program for Jeff. Jane puts both the Comprehensive course and the CTP Program in her cart and proceeds to checkout. Jane enters her information for the Name, Email, Billing Address, and credit card info, then specifies “Megan Smith – Comprehensive course. Email: megan@example.com, Jeff Jones – CTP Program. Email: jeff@example.com” in the Additional Comments section.

Jane will receive a receipt of purchase by email and will be given login credentials of her own by default. Our school administrators will then manually create student accounts for Megan and Jeff and add their respective courses to their accounts. Please allow up to 2 business days for this to take place.

Please Note: Extension requests and name changes on purchases placed on a Friday may not be completed until the next business day.

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Refund Policy

The Refund Policy below is applicable only for courses students purchase directly from Surgent Income Tax School. Students who purchase any courses through third-party schools or other organizations must address all refund issues with the entity through which they made that purchase.

Please note: Operator’s Starter Kit, License Renewal, Tax Practice Management Manuals (Marketing, Operations), Print/Hard Copy Books for Individual Course Purchase, the Guide to Start and Grow Your Successful Tax Business, and the two Business Start-up Guides are non-refundable.

Customer Reviews

Based on 14 reviews
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D
Dhan R. (Aurora, IL, US)
found great

its really helpful and i am trying my best but i am with difficult situation in
managing the time. Otherwise, course found to be very great

J
Jasmine D. (Arlington, TX, US)

FREE TRIAL: Comprehensive Tax Course

D
Darlene H. (Kirkwood, PA, US)

Comprehensive Tax Course

C
Curtis S. (Dallas, TX, US)
Great

Love the course

C
Catherine W. (Riverside, CA, US)
The Course

The Course is written very well. The subject material is explained in great detail! My personal concern is that I'm dislexic and it is taking me longer to read through than the projected time of the course.
On another note, the support department is absolutely phenomenal and very quick to respond. I know I'll get through it with their exceptional help and my commitment to complete the Course!

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