CCH Tax 2025
Individual Training
Learn how to Prepare Individual Tax Return in CCH Tax Software
Details
- Pre-sale access starts Jan 10, 2025 with the 2025 tax software release – get instant access to the 2024 tax year course for free today!
- Hands-On Software Training
- Comprehensive Problem Solving
- Lever: Beginner to Intermediate
$139.99 - Black Friday 30 % Off
What you'll learn
- Prepare Individual Tax Returns Independently
- Master CCH Tax Software
- Practical, Real-World Experience
- Understand Individual Tax & Tax Rule
- Ability to Earn Extra Income
- Increase Your Earning Potential
- Comprehensive Learning Path
- Gain Confidence for Independent Work
Course content
Chapter 1: About Individual Returns – Theory
- History and importance of individual taxation
- Filing statuses, dependents, and key definitions
- Types of income and taxability (wages, interest, dividends, capital gains, etc.
- Forms and schedules for Form 1040
Chapter 2: CCH Tax Software Overview & Simple Tax Return Example
- Installation and key functionalities
- Entering a basic individual return (Form 1040, Schedule C)
- Reconciliation, clearing diagnostics, and e-filing
Chapter 3: Practice – Comprehensive Problem
- Entering data from worksheets, prior year returns, and balances
- Schedules A, B, D, E, and C
- Adjustments: credits, retirement contributions, estimated payments, child tax, capital gains, etc.
- Review, diagnostics, and e-filing
Chapter 4: Do-It-Yourself Comprehensive Problem
- Guided practice with answers and self-check video
Bonus Modules
- Foreign Essentials for Individual Filings (1.5 hrs)
- Amending 1040 Returns Step-by-Step (2 hrs)
This course includes:
- 19 hours on-demand video
- PRACTICE – Comprehensive Problem; Do-It-Yourself Comprehensive Problem with Answers
- Certificate of completion
Requirements
- This is a comprehensive course. Therefore, no prior knowledge is needed.
- The materials referenced in this course can be found in the beginning lecture. Online. For free.
Description
In this course, you will learn how to prepare Individual Tax (Form 1040) tax returns using CCH Tax software, from understanding Individual Tax and related forms to entering data and reconciling schedules. Gain hands-on experience through practical examples, comprehensive problems, and do-it-yourself exercises with step-by-step guidance.
