Course curriculum

  • 1

    Welcome!

    • Welcome to the course!

    • How to Get Started
  • 2

    Module 1: Create a new client

    • Create a Client

    • Client Selection
  • 3

    Module 2: General Information

    • General Information: Name and Address
  • 4

    Module 3: Dependents

    • Taxpayer's Dependents
  • 5

    Module 4: Wages

    • Taxpayer's Job - Wages
  • 6

    Module 5: 1099 MISC

    • Form 1099-MISC

    • Deductions
  • 7

    Module 6: 1099-G

    • Form 1099-G: Government Payments
  • 8

    Module 7: Due Diligence

    • 8867 - Due Diligence Checklist

    • DD1 - Due Diligence Assistance

    • DD2 - Due Diligence Notes
  • 9

    Module 8: Electronic Filing and Banking

    • EPS Product Information
  • 10

    Module 9: Calculate

    • Calculate & Details

    • IDS - Identification for Taxpayer/Spouse

    • DD Direct Deposit / Form 8888
  • 11

    Module 10: E-file Signature and EF Selections

    • E-File Signature

    • EF Selections
  • 12

    Next Steps...

    • Congratulations! Course Completed

    • DRAKE INSTRUCTIONS ENGLISH

    • More resources for you

    • Before you go...