{"product_id":"chartered-tax-professional-with-microsoft-excel","title":"Chartered Tax Professional with Microsoft Excel","description":"\u003cp class=\"course-intro\"\u003eLearn to prepare individual tax returns for almost all U.S. taxpayers. You will also be ready to pass the Microsoft Office Specialist Expert certification exam for Microsoft Excel.\u003c\/p\u003e\u003cul class=\"course-facts\"\u003e\n\u003cli\u003e250 course hrs\u003c\/li\u003e\n\u003cli\u003eCode GES2093\u003c\/li\u003e\n\u003cli\u003eOpen enrollment\u003c\/li\u003e\n\u003cli\u003eSelf paced\u003c\/li\u003e\n\u003c\/ul\u003e\u003cnav class=\"course-nav\"\u003e\u003ca href=\"#overview\"\u003eOverview\u003c\/a\u003e\u003ca href=\"#objective\"\u003eObjective\u003c\/a\u003e\u003ca href=\"#outline\"\u003eOutline\u003c\/a\u003e\u003ca href=\"#requirements\"\u003eRequirements\u003c\/a\u003e\u003ca href=\"#prerequisites\"\u003ePrerequisites\u003c\/a\u003e\u003ca href=\"#instructor\"\u003eInstructor\u003c\/a\u003e\u003ca href=\"#faqs\"\u003eFAQs\u003c\/a\u003e\u003c\/nav\u003e\u003ch3 id=\"overview\"\u003eOverview\u003c\/h3\u003e\u003cdiv class=\"course-sec\"\u003e\n\u003cp\u003eCome tax season, chartered tax professionals need to use tools like Microsoft Excel to prepare taxes. This fully online course will teach you how to prepare individual tax returns for almost all U.S. taxpayers and best practices for using Excel. After successfully completing this course, you will be qualified to prepare individual tax returns and be ready to sit for the IRS Special Enrollment Examination (SEE). You will also be prepared to pass the Microsoft Office Specialist (MOS) Expert certification exam for Excel.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAttention California Residents:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eIf you live in California and plan to become a preparer of Federal and\/or state income tax returns, you must meet the requirements of the California Tax Education Council (CTEC) to become licensed to practice as a California Tax Preparer. In that case, you should instead take the Chartered Tax Professional for California Residents course, which will enable you to meet the CTEC requirements while also earning your professional CTP designation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAttention Oregon Residents:\u003c\/strong\u003e This course is not suitable for Oregon residents. If you are looking to become licensed in Oregon, you must pass the Oregon Basic Tax Preparer Course and pass an exam through the Oregon Board to Tax Practitioners. You can find more details on the Oregon Board of Tax Practitioners website.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch3 id=\"objective\"\u003eObjective\u003c\/h3\u003e\u003cdiv class=\"course-sec\"\u003e\n\u003cp\u003e\u003cstrong\u003eWhat you will learn\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eTo create, modify, and manage Excel workbooks\u003c\/li\u003e \u003cli\u003eTo create pivot tables and charts\u003c\/li\u003e \u003cli\u003eMaster preparing taxes for individuals, small businesses, partnerships, and sole proprietorships\u003c\/li\u003e \u003cli\u003ePrepare for the IRS Enrolled Agent exam\u003c\/li\u003e \u003cli\u003ePractice and work as a qualified tax professional\u003c\/li\u003e \u003cli\u003eLearn how to prepare tax returns for all individual U.S. taxpayers\u003c\/li\u003e \u003cli\u003eUnderstand the ethical responsibilities of tax professionals\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow you will benefit\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eBecome a certified Microsoft Office Specialist (MOS) Expert in Excel\u003c\/li\u003e \u003cli\u003eStart working and earning money after completing the first two modules of the course\u003c\/li\u003e \u003cli\u003eDevelop a professional vocabulary and the communication skills required to flourish in the accounting world\u003c\/li\u003e \u003cli\u003eBecome qualified to prepare taxes for a variety of tax-holders and small companies\u003c\/li\u003e \u003cli\u003ePossess the necessary knowledge and skillset required to pass the IRS Enrolled Agent exam\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003ch3 id=\"outline\"\u003eOutline\u003c\/h3\u003e\u003cdiv class=\"course-sec\"\u003e\u003col style=\"list-style-type: upper-roman;\"\u003e \u003cli\u003eMicrosoft Excel Certification Training \u003col style=\"list-style-type: upper-latin;\"\u003e \u003cli\u003eIntroduction to Microsoft Excel\u003c\/li\u003e \u003cli\u003eIntermediate Microsoft Excel\u003c\/li\u003e \u003cli\u003eAdvanced Microsoft Excel\u003c\/li\u003e \u003cli\u003eMicrosoft Excel Final Exam\u003c\/li\u003e \u003c\/ol\u003e \u003c\/li\u003e \u003cli\u003eChartered Tax Professional \u003col style=\"list-style-type: upper-latin;\"\u003e \u003cli\u003eIndividual Income Tax Preparation \u003col style=\"list-style-type: decimal;\"\u003e \u003cli\u003eComprehensive Income Tax Course\u003c\/li\u003e \u003cli\u003eAdvanced Income Tax Course: Level I\u003c\/li\u003e \u003cli\u003eAdvanced Income Tax Course: Level II\u003c\/li\u003e \u003c\/ol\u003e \u003c\/li\u003e \u003cli\u003eSmall Business Income Tax Preparation \u003col style=\"list-style-type: decimal;\"\u003e \u003cli\u003eSmall Business Income Tax Course: Level I\u003c\/li\u003e \u003cli\u003eSmall Business Income Tax Course: Level II\u003c\/li\u003e \u003c\/ol\u003e \u003c\/li\u003e \u003c\/ol\u003e \u003c\/li\u003e\n\u003c\/ol\u003e\u003c\/div\u003e\u003ch3 id=\"requirements\"\u003eRequirements\u003c\/h3\u003e\u003cdiv class=\"course-sec\"\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eHardware Requirements:\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eThis course must be taken on a PC. Macs are not compatible.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eSoftware Requirements:\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003ePC: Windows 10 or later.\u003c\/li\u003e \u003cli\u003eBrowser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge is also compatible.\u003c\/li\u003e \u003cli\u003eMicrosoft Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.\u003c\/li\u003e \u003cli\u003eMicrosoft Word or an equivalent word-processing program.\u003c\/li\u003e \u003cli\u003e Adobe Acrobat Reader .\u003c\/li\u003e \u003cli\u003eSoftware must be installed and fully operational before the course begins.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eOther:\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eEmail capabilities and access to a personal email account.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eInstructional Material Requirements:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe instructional materials required for this course are included in enrollment. The following materials will be shipped to you approximately 7-10 business days after enrollment in the Chartered Tax Professional:\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eFederal Forms\u003c\/li\u003e \u003cli\u003eFederal Worksheets\u003c\/li\u003e \u003cli\u003eInstructions\u003c\/li\u003e \u003cli\u003ePublication\u003c\/li\u003e \u003cli\u003eTax Preparer Resources\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\u003ch3 id=\"prerequisites\"\u003ePrerequisites\u003c\/h3\u003e\u003cdiv class=\"course-sec\"\u003e\n\u003cp\u003e\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eA high school diploma or equivalent is a prerequisite for this course. Accounting and specific math skills aren't required, just the aptitude to work with numbers and people and to read and interpret the tax laws.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements for Starting a Career in Taxation:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eComplete the Comprehensive Tax Course (included in this course)\u003c\/li\u003e \u003cli\u003eRegister with the IRS and obtain a Preparer Tax Identification Number (PTIN)\u003c\/li\u003e \u003cli\u003eBegin preparing tax returns as a tax preparer\u003c\/li\u003e \u003cli\u003eNote: Continuing education requirements begin once your PTIN is issued\u003c\/li\u003e \u003cli\u003eEarn the Chartered Tax Professional (CTP) certificate by completing all CTP modules with an average grade of 80% or higher and documenting 500 hours of qualifying experience\u003c\/li\u003e\n\u003c\/ul\u003e You've got questions.\u003cbr\u003e We're here to help.\u003c\/div\u003e\u003ch3 id=\"instructor\"\u003eInstructor\u003c\/h3\u003e\u003cdiv class=\"course-sec\"\u003e\n\u003cp\u003e\u003cstrong\u003eThe Income Tax School\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eInstructor support is provided through email by experienced practicing tax professionals employed by Peoples Income Tax, Inc., a sister company of The Income Tax School.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTracy Berry\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eTracy Berry has been a senior graphic designer\/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting\/productivity applications.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch3 id=\"faqs\"\u003eFAQs\u003c\/h3\u003e\u003cdiv class=\"course-sec\"\u003e\n\u003cp\u003e\u003cstrong\u003eDoes this course prepare you for a certification?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eYes, you will be prepared for the Microsoft Office Specialist MOS Excel Expert Certification exam.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eOnce I complete the course, how will I receive my certificate?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eOnce you've successfully completed each course (and your final exam has been graded), you'll need to fill out the Request for Certificate of Completion. Your instructor will then provide you with a certificate of completion by mail. Your CTP certificate will be issued after you've completed all courses with an average grade of 80% or more and have documented the 500 hours experience needed to qualify for the CTP designation.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eWhen can I start this course?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course is open enrollment, so you can register and start the course whenever you are ready. Access to your course can take 24-48 business hours.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eHow long does it take to complete this course?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eAfter you register, you will receive 18 months to complete the course. The time allotted for completion has been calculated based on the number of course hours.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eWhat if I don't have enough time to complete the course within the time frame provided?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eIf you are unable to complete the course, contact your Student Advisor to help you work out a suitable completion date. Please note that an extension fee will be charged. If you are funded through a third-party organization, approval may also be required.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eWhat kind of support will I receive?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eOur courses are designed to accommodate various learning preferences. Depending on the course structure, you may get different forms of support. Self-paced courses are designed to be user-friendly and independent, minimizing the need for external support. In courses with instructors, our direct platform support feature includes opportunities for questions, discussions, and remediation, with email and phone support available for select courses. Our student advising team is available to guide you on program requirements and administrative requests, but they do not provide assistance with course content. Our goal is to provide you with the necessary support for success, whether it's through self-paced exploration, direct communication, or guidance from our advising team.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eWhat happens when I complete the course?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eUpon successfully passing the final exam, you will be awarded a certificate of completion from the school or organization that you registered through.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eAm I guaranteed a job?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eed2go courses will help you gain the skills you need to obtain an entry-level position in most cases. However, you should always research the job market in your area before enrolling.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eCan I get financial assistance?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eed2go courses are non-credit, so they do not qualify for federal aid, FAFSA, and Pell Grant. In some states, vocational rehab or workforce development boards may provide funding to take our courses. Additionally, you may qualify for financial assistance if you meet certain requirements. Learn more about financial assistance. \u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eHow can I get more information about this course?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eIf you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the \"Contact Us.\"\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eDoes this course qualify for Continuing Professional Education (CPE) credit?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eYes. The Income Tax School is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit:\u003c\/p\u003e\n\u003cul\u003e \u003cli\u003e Comprehensive Tax Course \u003c\/li\u003e \u003cli\u003e45 CE hours\u003c\/li\u003e \u003cli\u003e Advanced I Tax Course \u003c\/li\u003e \u003cli\u003e30 CE hours\u003c\/li\u003e \u003cli\u003e Advanced II Tax Course \u003c\/li\u003e \u003cli\u003e30 CE hours\u003c\/li\u003e \u003cli\u003e Small Business I Tax Course \u003c\/li\u003e \u003cli\u003e30 CE hours\u003c\/li\u003e \u003cli\u003e Small Business II Tax Course \u003c\/li\u003e \u003cli\u003e30 CE hours\u003c\/li\u003e\n\u003c\/ul\u003e \u003cp\u003e\u003cstrong\u003eTotal: 165 CE hours\u003c\/strong\u003e\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eAre you approved by CTEC?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eYes. We have a California version of our CTP course that includes the curriculum approved by the California Tax Education Council (CTEC) for qualifying education required for tax preparers to become licenses to practice in California.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eWhat course should I take to become a tax preparer in California?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe California CTP course is approved by CTEC as a qualifying course for California. There are additional requirements to become a tax preparer in California. Please visit the CTEC website for more information.\u003c\/p\u003e \u003cp\u003e\u003cstrong\u003eHow would you compare your school to other tax schools?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe Income Tax School is approved by the Office of Professional Responsibility at the Internal Revenue Service as a provider of qualifying continuing education for AFSP Certificate of Completion, Registered Tax Return Preparers (RTRPs) and Enrolled Agents (EAs). We are also registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In addition, The Income Tax School, Inc., has been approved by the California Tax Education Council (CTEC) to offer qualifying education, which satisfies the \"qualifying education\" requirements imposed by the State of California for individuals seeking to become CTEC Registered Tax Preparers. We are also certified to operate by the State Council of Higher Education for Virginia (SCHEV).\u003c\/p\u003e\n\u003cp\u003eOur school teaches students how to prepare tax returns manually, and we provide expert instructor support by email. Practical application by preparing actual tax returns results in the tax preparation knowledge being internalized, and our quizzes and exams also serve to confirm student learning. You learn how to prepare returns without using tax preparation software with our comprehensive online tax courses. By preparing practice tax returns manually instead of having tax software do it for you, you will learn the tax laws and be prepared to prepare tax returns correctly. The tax returns that you are preparing are based on real-life scenarios. That enables you to internalize the knowledge and gives you a solid foundation you can continue to build on. We follow up with quizzes and an exam to make sure that the knowledge is sinking in. You can download the quizzes and the exam beforehand and prepare them and input your answers online at your own pace when you are confident with your answers.\u003c\/p\u003e\n\u003cp\u003eThe Income Tax School teaches tax preparation—not tax preparation to one particular software. This way, you can learn the art of tax preparation and apply it critically to different types of software. Remember: Software is only as good as the operator who is using—if you don't have the knowledge, you won't know if you are asking the right questions.\u003c\/p\u003e Related Courses Microsoft Access Certification Training (Voucher Included) \u003cbr\u003e CAREER TRAINING PROGRAM $795.00 USD https:\/\/careertraining.ed2go.com\/1111\/training-programs\/microsoft-access-certification-training-voucher-included\/ LEARN MORE \u003ci class=\"fa fa-check-square ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003eVoucher Included \u003ci class=\"fa fa-calendar ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003e6 Months \u003ci class=\"fa fa-clock-o ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003e90 Course Hours Microsoft Excel Certification Training (Voucher Included) \u003cbr\u003e CAREER TRAINING PROGRAM $745.00 USD https:\/\/careertraining.ed2go.com\/1111\/training-programs\/microsoft-excel-certification-training-voucher-included\/ LEARN MORE \u003ci class=\"fa fa-check-square ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003eVoucher Included \u003ci class=\"fa fa-calendar ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003e6 Months \u003ci class=\"fa fa-clock-o ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003e70 Course Hours Microsoft Office Specialist (MOS) Associate Certification Training (Vouchers Included) \u003cbr\u003e CAREER TRAINING PROGRAM $2295.00 USD https:\/\/careertraining.ed2go.com\/1111\/training-programs\/microsoft-office-specialist-associate-certification-training-vouchers\/ LEARN MORE \u003ci class=\"fa fa-check-square ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003eVoucher Included \u003ci class=\"fa fa-calendar ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003e6 Months \u003ci class=\"fa fa-clock-o ed-cat-week\" aria-hidden=\"true\"\u003e\u003c\/i\u003e245 Course Hours You've got questions.\u003cbr\u003e We're here to help.\u003c\/div\u003e","brand":"Hope Training Academy","offers":[{"title":"Default Title","offer_id":47318460793020,"sku":"_GES2093","price":5000.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0742\/1391\/6860\/files\/GES2093.jpg?v=1787604531","url":"https:\/\/shop.videogamepalooza.org\/products\/chartered-tax-professional-with-microsoft-excel","provider":"Video Game Palooza","version":"1.0","type":"link"}