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Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW)

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Live Webinar SELECT STARTING AT $279 (8 dates)

Credits: 8

Qualifies For: IRS CPE CTEC

Instructor(s): Nicole DeRosa, MAcc, CPA

$279

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Self-Study SELECT STARTING AT $159 (On Demand)

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Credits: 8

Qualifies For: IRS CPE

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Credits: 8

Qualifies For: IRS CPE

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Credits: 8

Qualifies For: IRS CPE

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The instructor was very good. I liked his specific examples and straight-forward commentary.
Shirley
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Form 1040 Return Review Boot Camp for New and Experienced Reviewers (ERTW)

  • Customer Rating
    ☆☆☆☆☆(56)
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    8
  • Qualifies for

    IRS CPE CTEC

Overview

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Major Topics:

  • Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions
  • Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan
  • What are common errors preparers make and what are the areas generating malpractice claims?
  • The importance of engagement letters, questionnaires, and §7216 permission statement
  • Initial administrative groundwork
  • Identifying organizing issues in the tax return to be reviewed
  • Avoiding “willful blindness.” Handling ethical and moral dilemmas
  • Efficient review of certain advanced issues for income, adjustments, deductions, and credits
  • Effective procedures for delinquent clients, filing past-due tax returns
  • First-time client issues requiring extra scrutiny
  • Multiple checklists of efficient procedures to identify potential issues on a 1040 return
  • Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients
  • Reconciling time pressure with thoroughness and quality control
  • Professionals acting professionally

Learning Objectives

  • Expand the process involved in reviewing applicable tax returns
  • Identify the most common areas that result in errors
  • Document a review, including consideration of risk management

Designed for:

Senior-level staff new to the review process or experienced staff members looking to update and/or expand their review procedures

Prerequisite:

Experience in preparing Form 1040, reviewing diagnostics, and preparing workpapers

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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