Oregon 80 Hour Basic Tax Course

$497.00

80 Hour Course

Approved By: Oregon Board of Tax Practioners (OBTP)


Add to Cart 8777246150

This course provides the 80 hours of basic education that is required in order for you to be able to sit for the Oregon Tax Practitioners exam.

The course covers all of the major aspects of being a tax practitioner in Oregon while also helping prepare you for the state licensing exam.

  • Introduction to Tax Preparation
    • Introduction to Tax Preparation [4 Activities]
      • 01. Being a Tax Preparer: An Introduction to the Course (Video)
      • 02. Taxes and Tax Forms
      • 03. Role of the Tax Preparer
      • 04. Conclusion of Being a Tax Preparer (Video)
  • Tax Practitioner Oregon Law
    • Oregon Tax Practitioner Law [11 Activities]
      • 01. Introduction to Tax Preparers and Oregon State Laws (Video)
      • 02. Chapter 673 of the Oregon Revised Statutes
      • 03. Chapter 673 - Part 2
      • 04. Chapter 800 of the Oregon Administrative Rules
      • 05. Chapter 800 - Part 2
      • 06. Chapter 800 - Part 3
      • 07. Chapter 800 - Part 4
      • 08. Chapter 800 - Part 5
      • View Additional Activities
        • 09. Chapter 800 - Part 6
        • 10. Disciplinary Actions
        • 11. Conclusion of Tax Preparers and Oregon State Laws (Video)
  • Federal Filing Requirements/Federal Filing Dates
    • Federal Filing Requirements/Federal Filing Dates [18 Activities]
      • 01. Being a Tax Preparer: Federal Filing Requirements/Federal Filing Dates (Video)
      • 02. Filing Information
      • 03. Who Needs to File
      • 04. Selecting the Right Form
      • 05. Electronic Filing
      • 06. Extensions
      • 07. Income, Expenses, Refunds, and More (Video)
      • 08. Reporting Income and Expenses
      • View Additional Activities
        • 09. Social Security Numbers
        • 10. Signatures
        • 11. Refunds
        • 12. Amounts Owed
        • 13. Post-Filing and Recordkeeping
        • 14. Mistakes on Returns
        • 15. Penalties
        • 16. Identity Theft
        • 17. Additional Information
        • 18. Conclusion (Video)
  • Federal Filing Status
    • Federal Filing Status [19 Activities]
      • 01. Introduction to Federal Filing Status (Video)
      • 02. What is the Filing Status
      • 03. Filing Single
      • 04. Married Filing Jointly
      • 05. Married Filing Jointly - Part 2
      • 06. Married Filing Jointly - Part 3
      • 07. Married Filing Jointly - Part 4
      • 08. Married Filing Jointly - Part 5
      • View Additional Activities
        • 09. Married Filing Jointly - Part 6
        • 10. Married Filing Jointly - Part 7
        • 11. Married Filing Jointly - Part 8
        • 12. Married Filing Jointly - Part 9
        • 13. Married Filing Separately
        • 14. Married Filing Separately - Part 2
        • 15. Married Filing Separately - Part 3
        • 16. Married Filing Separately - Part 4
        • 17. Filing as Head of Household
        • 18. Filing as a Qualifying Widow or Widower with a Dependent Child
        • 19. Conclusion of Federal Filing Status (Video)
  • Filing Tax Returns with the State of Oregon
    • Filing Tax Returns with the State of Oregon [7 Activities]
      • 01. Introduction to Filing Tax Returns with the State of Oregon (Video)
      • 02. Who Needs to File a Return
      • 03. Special Circumstances
      • 04. Filing a Return and Paying Taxes
      • 05. After Filing a Return
      • 06. Audits and Appeals
      • 07. Conclusion of Filing Tax Returns with the State of Oregon (Video)
  • Personal and Dependent Exemptions
    • Personal and Dependent Exemptions [19 Activities]
      • 01. Personal and Dependent Exemptions (Video)
      • 02. Filing Information
      • 03. Filing Information
      • 04. Who Else Can Claim the Personal Exemption
      • 05. Filing Information
      • 06. Qualifying Child
      • 07. Residency Test, con't
      • 08. Residency Test, con't - Part 2
      • View Additional Activities
        • 09. Residency Test, con't - Part 3
        • 10. Residency Test, con't - Part 4
        • 11. Residency Test, con't - Part 5
        • 12. Qualifying Relative
        • 13. Qualifying Relative, part 2
        • 14. Qualifying Relative, part 3
        • 15. Total Support
        • 16. Phaseout of Exemptions
        • 17. Social Security Numbers
        • 18. Two Credits Which Taxpayers with Dependents May Claim
        • 19. Conclusion for Personal and Dependent Exemptions (Video)
  • Gross Income
    • Gross Income [17 Activities]
      • 01. Being a Tax Preparer: Gross Income (Video)
      • 02. Tip Income
      • 03. Tip Income, Part 2
      • 04. Tip Income, Part 3
      • 05. Interest Income
      • 06. Interest Income, Part 2
      • 07. Interest Income, Part 3
      • 08. Interest Income, Part 4
      • View Additional Activities
        • 09. Taxable Interest
        • 10. Introduction to Taxable Bonds and Other Interest Income (Video)
        • 11. Taxable Interest, Debt Instruments
        • 12. Taxable Interest, Bonds
        • 13. Taxable Interest, Bonds Part 2
        • 14. Taxable Interest, Bonds Part 3
        • 15. Insurance and Other Taxable Items or Events
        • 16. How To Report Interest Income
        • 17. Conclusion (Video)
  • Standard & Itemized Deductions
    • Standard & Itemized Deductions [37 Activities]
      • 01. Standard and Itemized Deductions (Video)
      • 02. Standard Deduction
      • 03. Medical and Dental Expenses
      • 04. Medical and Dental Expenses, part 2
      • 05. Medical and Dental Expenses, part 3
      • 06. Medical and Dental Expenses, part 4
      • 07. Taxes
      • 08. Taxes, part 2
      • View Additional Activities
        • 09. Taxes, part 3
        • 10. Interest Expense
        • 11. Interest Expense, part 2
        • 12. Interest Expense, part 3
        • 13. Interest Expense, part 4
        • 14. Contributions
        • 15. Contributions, part 2
        • 16. Contributions, part 3
        • 17. Contributions, part 4
        • 18. Nonbusiness Casualty and Theft Losses
        • 19. Nonbusiness Casualty and Theft Losses, part 2
        • 20. Nonbusiness Casualty and Theft Losses, part 3
        • 21. Nonbusiness Casualty and Theft Losses, part 4
        • 22. Car Expenses and Other Employee Business Expenses
        • 23. Car Expenses and Other Employee Business Expenses, part 2
        • 24. Car Expenses and Other Employee Business Expenses, part 3
        • 25. Car Expenses and Other Employee Business Expenses, part 4
        • 26. Car Expenses and Other Employee Business Expenses, part 5
        • 27. Car Expenses and Other Employee Business Expenses, part 6
        • 28. Car Expenses and Other Employee Business Expenses, part 7
        • 29. Car Expenses and Other Employee Business Expenses, part 8
        • 30. Car Expenses and Other Employee Business Expenses, part 9
        • 31. Tax Benefits for Work-Related Education
        • 32. Tax Benefits for Work-Related Education, part 2
        • 33. Miscellaneous Deductions
        • 34. Miscellaneous Deductions, part 2
        • 35. Miscellaneous Deductions, part 3
        • 36. Limit on Itemized Deductions
        • 37. Conclusion (Video)
  • Oregon Deductions and Subtractions
    • Oregon Deductions and Subtractions [16 Activities]
      • 01. Oregon Additions and Subtractions (Video)
      • 02. Legal Language
      • 03. Additions
      • 04. Additions, part 2
      • 05. Additions, part 3
      • 06. Subtractions
      • 07. Subtractions, part 2
      • 08. Subtractions, part 3
      • View Additional Activities
        • 09. Subtractions, part 4
        • 10. Subtractions, part 5
        • 11. Subtractions, part 6
        • 12. Subtractions, part 7
        • 13. Subtractions, part 8
        • 14. Other Items
        • 15. Other Items, part 2
        • 16. Conclusion for Oregon Additions and Subtractions (Video)
  • Adjustments to Income
    • Adjustments to Income [21 Activities]
      • 01. Being a Tax Preparer: Introduction to Adjustments to Income (Video)
      • 02. Individual Retirement Arrangements (IRAs)
      • 03. Individual Retirement Arrangements (IRAs), Part 2
      • 04. Individual Retirement Arrangements (IRAs), Part 3
      • 05. Individual Retirement Arrangements (IRAs), Part 4
      • 06. Individual Retirement Arrangements (IRAs), Part 5
      • 07. Individual Retirement Arrangements (IRAs), Part 6
      • 08. Introduction to Roth IRAs and Alimony (Video)
      • View Additional Activities
        • 09. Roth Individual Retirement Arrangements (IRAs)
        • 10. Alimony
        • 11. Alimony, Part 2
        • 12. Introduction to Education-Related Adjustments and Moving Expenses (Video)
        • 13. Education-Related Adjustments
        • 14. Education-Related Adjustments, Part 2
        • 15. Education-Related Adjustments, Part 3
        • 16. Moving Expenses
        • 17. Moving Expenses, Part 2
        • 18. Moving Expenses, Part 3
        • 19. Reimbursements
        • 20. Reporting Moving Expenses
        • 21. Conclusion (Video)
  • Oregon Form 40
    • Oregon Form 40 [11 Activities]
      • 01. Oregon Income Tax Form OR-40FY (Video)
      • 02. General Instructions for Form OR-40FY
      • 03. Reasons for Filing
      • 04. Basic Information
      • 05. Filing Status
      • 06. Exemptions
      • 07. Dependents
      • 08. Income and Adjustments
      • View Additional Activities
        • 09. Credits
        • 10. Finalizing the Return
        • 11. Conclusion (Video)
  • Oregon ERA Program (Elderly Rental Assistance)
    • Oregon ERA Program (Elderly Rental Assistance) [6 Activities]
      • 01. Oregon's Elderly Rental Assistance Program (ERA) (Video)
      • 02. History and Function of the ERA Program
      • 03. Program Criteria & Requirements
      • 04. Qualifying for ERA: Examples
      • 05. Form 90R: Applying for ERA
      • 06. Conclusion (Video)
  • Taxation of Other Income
    • Taxation of Rental Income and Expenses, Retirement Funds, and Other Sources of Income [18 Activities]
      • 01. Introduction to Taxation of Rental Income and Expenses and Retirement Funds (Video)
      • 02. Rental Income and Expenses
      • 03. Rental Income and Expenses, part 2
      • 04. Rental Income and Expenses, part 3
      • 05. Rental Income and Expenses, part 4
      • 06. Rental Income and Expenses, part 5
      • 07. Rental Income and Expenses, part 6
      • 08. Rental Income and Expenses, part 7
      • View Additional Activities
        • 09. Rental Income and Expenses, part 8
        • 10. Retirement Plans, Pensions, and Annuities
        • 11. Retirement Plans, Pensions, and Annuities, part 2
        • 12. Retirement Plans, Pensions, and Annuities, part 3
        • 13. Retirement Plans, Pensions, and Annuities, part 4
        • 14. Other Forms of Income
        • 15. Other Forms of Income, part 2
        • 16. Other Forms of Income, part 3
        • 17. Other Forms of Income, part 4
        • 18. 05. Conclusion (Video)
  • Oregon Other Income Sources
    • Oregon Other Income Sources [9 Activities]
      • 01. Other Items Included in an Oregon Personal Income Tax Return (Video)
      • 02. Net Operating Losses for Oregon
      • 03. Depreciation and Amortization
      • 04. Assets
      • 05. Passive Activity Losses
      • 06. Deductions and Modifications
      • 07. Farms
      • 08. Miscellaneous Items
      • 09. Conclusion of Other Items Included in an Oregon Personal Income Tax Return (Video)
  • Mid Point Quiz
    • Mid Point Quiz (100 questions)
  • Tax Schedules
    • Tax Schedules [11 Activities]
      • 01. Additional Tax Schedules (Video)
      • 02. What are Schedules?
      • 03. Schedule C
      • 04. Schedule C, part 2
      • 05. Schedule C, part 3
      • 06. Schedule C, part 4
      • 07. Schedule F
      • 08. Schedule F, part 2
      • View Additional Activities
        • 09. Schedule J
        • 10. Schedule SE
        • 11. Conclusion (Video)
  • Basis of Assets and Depreciation
    • Basis of Assets and Depreciation [15 Activities]
      • 01. Basis of Assets and Depreciation (Video)
      • 02. Basis of Property
      • 03. Basis of Property
      • 04. Basis of Property
      • 05. Basis of Property, con't
      • 06. Basis of Property, con't
      • 07. Basis of Property, con't
      • 08. Basis of Property, con't
      • View Additional Activities
        • 09. Basis of Property, con't
        • 10. Basis of Property, con't
        • 11. Basis of Property, con't
        • 12. How to Depreciate Property
        • 13. What Property Cannot Be Depreciated?
        • 14. What Method Can the Taxpayer Use to Depreciate their Property?
        • 15. Basis of Assets and Depreciation Conclusion (Video)
  • Sale & Exchange of Capital Assets
    • Sale & Exchange of Capital Assets [17 Activities]
      • 01. Sale & Exchange of Capital Assets (Video)
      • 02. Basis of Property
      • 03. Basis of Property, part 2
      • 04. Basis of Property, part 3
      • 05. Sale of Property
      • 06. Sale of Property
      • 07. Sale of Property
      • 08. Sale of Property
      • View Additional Activities
        • 09. Sale of Property
        • 10. Sale of Property, part 3
        • 11. Sale of Property, part 4
        • 12. Selling Your Home
        • 13. Selling Your Home, part 2
        • 14. Selling Your Home, part 3
        • 15. Reporting Gains and Losses
        • 16. Reporting Gains and Losses, part 2
        • 17. Sale & Exchange of Capital Assets Conclusion (Video)
  • Supplemental Gains and Losses
    • Supplemental Gains and Losses [24 Activities]
      • 01. Being a Tax Preparer: Supplemental Gains and Losses (Video)
      • 02. Filing and Paying Business Taxes
      • 03. Filing and Paying Business Taxes, Part 2
      • 04. Employment Taxes and Information Returns
      • 05. Accounting Periods and Methods
      • 06. Accounting Periods and Methods, Part 2
      • 07. Accounting Periods and Methods, Part 3
      • 08. Introduction to Business Disposition, Credits, Income and More (Video)
      • View Additional Activities
        • 09. Dispositions of Business Property
        • 10. Business Income and Business Credits
        • 11. Rents and Canceled Debt
        • 12. Other Income and Items That Are Not Income
        • 13. Guidelines for Selected Occupations
        • 14. Accounting for Income
        • 15. Figuring Cost of Goods Sold
        • 16. Figuring Gross Profit
        • 17. Conclusion (Video)
        • 18. Being a Tax Preparer: Introduction to Supplemental Gains and Losses, Pt. 2 (Video)
        • 19. Business Expenses
        • 20. Miscellaneous Business Expenses, Part 1
        • 21. Miscellaneous Business Expenses, Part 2
        • 22. Miscellaneous Business Expenses, Part 3
        • 23. Self-Employment (SE) Tax
        • 24. Conclusion (Video)
  • Part Year and Non-Residents of Oregon
    • Part Year and Non-Residents of Oregon [6 Activities]
      • 01. Oregon Income Tax Form OR-40P & OR-40N: Part-year and Nonresidents (Video)
      • 02. General Instructions for Forms OR-40P & OR-40N
      • 03. Basic information
      • 04. Income and Adjustments
      • 05. Credits and Closing
      • 06. Conclusion (Video)
  • Federal Credits
    • Federal Credits [28 Activities]
      • 01. Being a Tax Preparer: Introduction to Credits (Video)
      • 02. How to Figure Taxes
      • 03. Tax on Unearned Income of Certain Children
      • 04. Tax for Certain Children Who Have Unearned Income, Part 2
      • 05. Child and Dependent Care Credit
      • 06. Work-Related Expenses
      • 07. Work-Related Expenses, Part 2
      • 08. Work-Related Expenses, Part 3
      • View Additional Activities
        • 09. Credit for Elderly or Disabled
        • 10. Child Tax Credits
        • 11. Education Credits
        • 12. Qualified Education Expenses
        • 13. Tax Preparer: Introduction to the Earned Income Credit
        • 14. Earned Income Credit (EIC), Rule 1
        • 15. Earned Income Credit (EIC), Rules 2-6
        • 16. Earned Income Credit (EIC), Rule 7
        • 17. Earned Income Credit (EIC), Rule 8
        • 18. Earned Income Credit (EIC), Rule 9
        • 19. Earned Income Credit, Rule 9, Part 2
        • 20. Earned Income Credit (EIC), Part C
        • 21. Earned Income Credit, Part C
        • 22. Premium Tax Credit (PTC)
        • 23. Premium Tax Credit (PTC), Part 2
        • 24. Other Credits
        • 25. Other Credits, Part 2
        • 26. Other Credits, Part 3
        • 27. Refundable Credits
        • 28. Conclusion (Video)
  • Oregon Credits
    • Oregon Credits [12 Activities]
      • 01. Oregon Tax Preparer: Introduction to Credits (Video)
      • 02. Credits
      • 03. Income Taxes Paid to Another State
      • 04. Income Taxes Paid to Another State, Part 2
      • 05. Income Taxes Paid to Another State, Part 4
      • 06. Carryforward Credits
      • 07. Carryforward Credits, Part 2
      • 08. Carryforward Credits, Part 3
      • View Additional Activities
        • 09. Carryforward Credits, Part 4
        • 10. Carryforward Credits, Part 5
        • 11. Refundable Credits
        • 12. Conclusion (Video)
  • Federal Other Taxes and Payments
    • Federal Other Taxes and Payments [19 Activities]
      • 01. Other Taxes and Payments (Video)
      • 02. Alternative Minimum Tax
      • 03. AMT Income Brackets
      • 04. Form 6251
      • 05. Part I: Deductions and Depletion
      • 06. Part I: Gains and Losses
      • 07. Part II
      • 08. Part III
      • View Additional Activities
        • 09. Minor Children
        • 10. The Qualifying Child Tests
        • 11. The Qualifying Child Tests (continued)
        • 12. Qualifying Relatives
        • 13. Child Tax Credits
        • 14. Filing Taxes for a Minor's Income
        • 15. Estimated Tax and Excess FICA
        • 16. How Estimated Taxes Are Paid
        • 17. FICA
        • 18. The Affordable Care Act
        • 19. Conclusion (Video)
  • Oregon Other Taxes and Payments
    • Oregon Other Taxes and Payments [6 Activities]
      • 01. Oregon Other Taxes and Payments (Video)
      • 02. Payroll and Business Taxes
      • 03. Taxes on Other Income
      • 04. Sin and Environmental Taxes
      • 05. Timber and Other Taxes
      • 06. Conclusion (Video)
  • Line by Line Form instructions
    • Line by Line Form instructions [8 Activities]
      • 01. Line by Line Form Instructions (Video)
      • 02. How Tax Preparers File Taxes for Clients
      • 03. Form 1040EZ
      • 04. Income
      • 05. Income (part 2)
      • 06. Understanding the W-2 Form
      • 07. W-4 Form
      • 08. Line by Line Form Instructions Conclusion (Video)
  • Practice Interviewing Techniques
    • Practice Interviewing Techniques [8 Activities]
      • 01. The Tax Interview: Preparation and Techniques (Video)
      • 02. Role and Responsibility of a Tax Preparer
      • 03. Before the Interview
      • 04. The Interview
      • 05. Post-Interview
      • 06. Compliance
      • 07. Penalties
      • 08. Conclusion (Video)
  • Amended Returns
    • Amended Returns [10 Activities]
      • 01. Amended Returns (Video)
      • 02. What is an Amended Return?
      • 03. Why File an Amended Return?
      • 04. When to Expect the Amended Return to Be Processed
      • 05. Form 1040X
      • 06. Form 1040X, con't
      • 07. Form 1040X, con't
      • 08. Form 1040X, con't
      • 09. IRS Collections
      • 10. Amended Returns Conclusion (Video)
  • End Point Quiz
    • End Point Quiz (60 questions)
  • Final Quiz
    • Final Quiz (163 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!