Federal Filing Requirements/Federal Filing Dates


3 Hour Course

Course ID: UUBXU-U-00014-18-S

Approved By: Internal Revenue Service (IRS)

4.6 10 Reviews

Add to Cart (877) 724-6150

This course is fully updated with regulations for the 2018 tax year. In it, we will review the basics of being a tax preparer. We’ll talk about who must file a tax return, how to choose the correct form for a client to use, how to receive an extension, and the penalties of not filing a tax return.


We’ll cover the different methods of accounting and the accounting periods that business and individuals can use. We’ll also review how to handle mistakes that may occur on tax returns, and what constitutes negligence.


This class will conclude with a 12-question IRS-required exam.

  • Federal Filing Requirements/Federal Filing Dates
    • Federal Filing Requirements / Federal Filing Dates [19 Activities]
      • 01. Being a Tax Preparer: Federal Filing Requirements/Federal Filing Dates (Video)
      • 02. TCJA Update: What Has Changed
      • 03. Filing Information
      • 04. Who Needs to File
      • 05. Selecting the Right Form
      • 06. Electronic Filing
      • 07. Extensions
      • 08. Income, Expenses, Refunds, and More (Video)
      • View Additional Activities
        • 09. Reporting Income and Expenses
        • 10. Social Security Numbers
        • 11. Signatures
        • 12. Refunds
        • 13. Amounts Owed
        • 14. Post-Filing and Recordkeeping
        • 15. Mistakes on Returns
        • 16. Penalties
        • 17. Identity Theft
        • 18. Additional Information
        • 19. Conclusion (Video)
    • Federal Filing Requirements Exam (16 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion

Instructor Bio

jeremy allen cpa instructor atyourpaceonline
Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!

Course Reviews

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