CE/CPE Course Information

Tax Procedures (2020)

CPE Credits: 4
Subject Area: Taxation
Field of Study: Taxes
Program Level: Overview
Lesson Version: 2020
Publication/Revision Date: March 24, 2020
Prerequisites/Advanced Preparation: None
Written By: James R. Hasselback, Ph.D.

After completing this course, you will be able to
  • Identify tax preparer responsibilities
  • Identify the Standards for Tax Services
  • 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. Standards for Tax Services
  3. Filing Requirements
  4. Estimated Tax Payments
  5. Claims for Refund
  6. Assessment of Deficiency
  7. Collections
  8. Liens and Levies

This self-study course consists of an Audiovisual presentation or a 20-question True/False Introductory quiz, 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.

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