1. Basic Tax Overview

This course – one of our “Understanding the Principles of Individual Taxation” series – will cover the fundamental principles of individual taxation, and to explain the concepts behind the structure of the tax system. This course covers explanations and clarifications of terms as well as an overview of the forms contained in the 1040 Series of returns. This will cover terms used throughout the history of the tax law, including pre- and post-Act passage of the TCJA for TY2019 / TY2021, as well as years prior

2. Income Explained

This course – one in our “Understanding the Principles of Individual Taxation” series – will cover the explanation and taxability of income in individual tax returns as they apply to TY2021. Special emphasis will be placed on taxable and nontaxable income categories as well as explanations of differing tax requirements with all types of income.

3. Income Forms & Reporting

This course – one of our “Understanding the Principles of Individual Taxation” series – will cover the various reporting forms used to indicate to the taxpayer and the IRS what type and amount of income is contained within the taxpayer’s records as it pertains to TY2021 returns. Example forms will be provided, along with explanations of the necessary subordinate reporting forms and schedules needed to place the income properly on a tax return.

4. Filing Statuses & Requirements

This course – one in our “Understanding the Principals of Individual Taxation” series – will cover the various rules and exceptions to the rules in regards to the filing requirements and filing statuses for Form 1040 series returns. In addition to covering the basics of who needs to file and how they need to file; extra care will be given to the “exceptions to the rule” and what income/tax requirements may trigger a need to file versus when a return is not required. This topic will cover TY2021 tax law, but can be almost universally applied to any tax year currently under normal statutory limits.

5. Dependents

This course – one of our “Understanding the Principles of Individual Taxation” series – will cover claiming dependents and will highlight the numerous effects of dependents on the return, from intersectionality with filing status to the numerous credits available. This course covers TY2021 law, with some discussion on prior year tax treatment.

6. Recordkeeping

This course – one of our “Understanding the Principles of Individual Taxation” series – will cover the rules and requirements for recordkeeping while operating as a tax practitioner. This will touch on both general IRS rules and specific rules outlined in Circular 230.2018.

1. ​Calendar Dates, COVID-19 Laws, and Stimulus Payments

The emergence of the international response to the pandemic caused by SARS-CoV-2, more commonly known as Corona Virus Disease 2019 or COVID-19, has worldwide impact, especially in the United States. Within the US, a national emergency was declared under the Stafford Act on March 13th, 2020. In this webinar, we will highlight the legal impacts in regards to filing and due dates, changes or additions to existing tax and enforcement law, and – finally – the much-anticipated “stimulus” payments recently authorized in the CARES Act of 2020 which was signed into law on March 27th, 2020. This webinar is worth one (1) credit in the Federal Tax Law Updates category and is considered at the Overview / Beginner level in difficulty.

2. Tax Year 2022

This course covers updates and changes to the tax law for the upcoming TY2021 tax season as outlined mainly inside Rev. Procedures 2019-44 and 2019-46. While some attention is given to discussion of the IRS’ response to the COVID-19 pandemic; this course primarily covers content prior to the adoption of COVID-19-related tax law changes.

All of our courses and exams are delivered online. Once you pay for the course, you will automatically receive an email with your login information (check your spam folder if you can’t find it). The course can be accessed from your computer, tablet, or smartphone anywhere you can connect to the internet. You can login at anytime 24/7 and take your course at your own pace. Your progress is automatically saved when you log out, or leave the website, so you can resume from where you left off.

Going somewhere for the weekend and want to work on the course while you’re gone. No problem! As long as you have internet access on your device, you can access your course!

Our online courses are all in Video format with a complimentary PDF that you can download and use to follow along or study with.

Course Login: https://learn.cataxcourses.com/login

The deadline to complete your CTEC Registration Renewal is October 31st. You must have your CTEC 20 Hour Continuing Education tax course completed and CTEC fees paid by this date in order to complete your registration renewal. CRTP’s who fail to renew by the October 31st deadline may renew their registration during the late registration period, November 1st thru January 15th, with a late fee payable to CTEC. 2022 the late registration deadline had been extended to January 18th.

If a CRTP did not renew his/her registration by the late renewal of January 18, 2022, he/she will have to retake the 60-hour qualifying education course, complete a criminal background check, and register as a new CRTP.

The 2022/2023 renewal registration cycle for CTEC Registered Tax Preparers (CRTPs) starts August 1, 2022 and ends October 31, 2022.  CRTPs who fail to renew by the October 31, 2022 deadline are able to renew their registration during the late registration period, November 1, 2022 thru January 17, 2023 and pay a $55 late fee plus the $33 registration fee, a total of $88.

If you are not completely satisfied with our course, we will offer you a full refund within thirty (30) days of purchasing. No refunds given for group orders or to students who have completed more than one quiz or any final exams.

If you ordered the Online Course Physical Book Package, a full refund can only be given once the physical book has been returned to us. You are responsible for paying the return shipping. A tracking number must be emailed to help@CaTaxCourses.com for all returning books. All physical book returns can be shipped back to the following address:

Vervante Returns
400 N. Geneva Road STE C
Lindon, UT 84042

​If you are requesting a refund please call us at 888-909-6276