Self-Paced Tax Return Compliance + Due Diligence

Learn how to protect yourself as a tax preparer with solid due diligence and compliance practices. This self-paced training breaks down everything you need to know to stay audit-ready, from Form 8867 to file documentation and review protocols. You’ll learn exactly what to keep in your client files, how to write effective due diligence notes, and how to pass compliance checks the first time.

• 1.5 hours of instruction
• Accompanying handouts for note-taking
  
• Check Your Knowledge Quiz
• Certificate of Completion Upon Successful Pass of Course

NOTE: All courses are self-paced. No live classes. 120 Access. Individual Use Only