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Surgent’s Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (SSTX757/24)

Event Description

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, and the Tax Cuts and Jobs Act of 2017.

Designed For

New staff, rusty or those returning to the profession, who desire to prepare individual returns


Learn complicated issues of filing status and dependency exemptions Understand issues with reporting capital gains transactions Complete tax returns, schedules, and worksheets

Major Subjects

Effects of recent legislation, including the recently enacted Inflation Reduction Act Filing information, filing status, personal exemptions, dependents, the standard deduction, etc. Dependents and income Wages and salaries Credits, withholding, estimated tax, and basic return preparation Capital gains and losses Itemized deductions