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Surgent Interactive - Max the Tax

Max the Tax is the first series of courses within Surgent Interactive. In these courses, learners are tasked with interviewing various taxpayers and making adjustments to their tax returns based on their answers, and their knowledge of tax laws. In each game, learners score points based on the quality of their interview and the accuracy of the adjustments made. 

How does Max the Tax work?


In our Max the Tax courses, learners are tasked with interviewing various taxpayers and adjusting their tax returns based on their answers and knowledge of tax laws. In each game, learners score points based on the quality of their interview and the accuracy of the adjustments they make.

Each course features real-world scenarios in a gamified, interactive simulation and enables learners to:

• Investigate and review – Learners examine resources, make observations and accumulate information about the taxpayer.
• Interview and verify – Learners meet with their taxpayer to validate claims and uncover new information that may drive results and future actions.
• Apply skills – Learners use information they gathered and verified to fulfill tasks – from completing tax forms to performing inventory observations before submitting their work.
• Assess – Upon completion of the game, learners take a final examination to earn CPE credit based on their knowledge of the topics and skills addressed in each game.

 



Max the Tax: Common 1040 Items (MTT1)

You are an IRS tax agent tasked with analyzing a joint tax return with multiple flagged items. In this 1-credit game, you'll make necessary changes in real time based on interview responses from the taxpayers. Your challenge is to ensure Fred and Anna's tax return is accurate and complete based on the latest tax legislation.

Major Topics:

  • Cryptocurrency taxation
  • The CARES Act Economic Impact Payment and Recovery Rebate Credit
  • The ARPA unemployment compensation exclusion
  • The Child Tax Credit

 

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Max the Tax MTT1 - Surgent Interactive

Not included in Unlimited Packages


Max the Tax: Common Deductions (MTT2)

You are tasked with interviewing a taxpayer who is up to speed about the latest changes in tax laws and reform. He comes prepared with his own ideas of what deductions to take. You determine if his claims are accurate and consistent with the latest tax reform in this 1-credit immersive course.

Major Topics:

  • Home office deduction
  • Alimony payments
  • Charitable contributions
  • State and local income tax (SALT) deductions

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Max the Tax - Surgent Interactive MTT2

Not included in Unlimited Packages


Max the Tax: Schedule C (MTT3)

In this scavenger hunt game, you’re a tax associate. It’s the busy time of year, and you arrive at work to find an assignment in your inbox from your manager. She needs help finishing a tax return. You’re asked to jump in and help complete the Schedule C.

Major Topics:

  • Tips and tricks to prepare the Schedule C
  • Income and expenses
  • Tax invoice preparation
  • Legal, education, entertainment invoices

 

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Max the Tax MTT3 - Surgent Interactive

Not included in Unlimited Packages


Max the Tax: Schedule E (MTT4)

You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will interview Roni and visit his two properties to gain a better understanding of his situation. Advise Roni by providing him good and relevant ideas, and he will ask you to be his new tax accountant.

Major Topics:

  • Tips and tricks to prepare the Schedule E
  • Maximizing deductions
  • Client interviews
  • Income and rental properties

 

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MTT4 - Max the Tax Schedule E

Not included in Unlimited Packages


 

Earn credit while enjoying an immersive and fun CPE in a gamified format.

 


Surgent CPE

 

Check out our entire Surgent Interactive catalog:

Surging Auditors

Surging Auditors is the second series of courses within Surgent Interactive. Learners/players encounter real-world situations that require their knowledge of inventory procedures, professional skepticism, and making ethical decisions to accurately audit companies. In each game, points are scored by asking relevant questions, identifying errors, and asserting proper follow-up procedures for the situations. Earn CPE credits in a fun, immersive way.

Learn More

Business Development Skills

New! Topics include new client acquisition, personal business contacts, coaching employees on how to work with clients, time management, and working from home. In each game, points are scored by asking relevant questions, identifying errors, and asserting proper follow-up procedures for the situations. Earn CPE credits in a fun, immersive way.

Learn More


Interested in exploring Surgent Interactive options for your firm? Contact our Firm Solutions Team today at 484-588-4197 or salesinfo@surgent.com to gain access for your firm. 
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