Contact Us : 800.874.5346        International: +1 352.375.0772
Contact Us : 800.874.5346        International: +1 352.375.0772

CE/CPE Course Information

Tax Procedures (2024)

CPE Credits: 4
Subject Area: Taxation
Field of Study: Taxes
Program Level: Overview
Delivery Method: QAS Self-Study
Lesson Version: 2024
Publication/Revision Date: October 15, 2024
Prerequisites/Advanced Preparation: None
Written By: James R. Hasselback, Ph.D.

Learning
Objectives
After completing this course, you will be able to
  • Identify tax preparer responsibilities
  • Identify the authoritative hierarchy
  • Identify taxpayers who must file
  • Calculate estimated tax payments and identify due dates
  • Identify the procedures for preparing a claim for refund
  • Analyze the procedure for assessing a deficiency
  • Answer questions about the collections, liens, and levy process
Course Topics
  1. Tax Preparers and Preparer Responsibilities
  2. Authoritative Hierarchy
  3. Filing Requirements
  4. Estimated Tax Payments
  5. Claims for Refund
  6. Assessment of Deficiency
  7. Collections
  8. Liens and Levies

This QAS self-study course consists of an Audiovisual presentation, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 20 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

State Board and other CPE agency registrations can be viewed on our sponsor approvals page.

For more information regarding administrative policies such as complaints and refunds, please contact our CPE Department at (800) 874-5346 ext. CPE (273).