TaxWise University
training.taxwise.com

TaxWise University™, our web-based self-study system, eases the burden of training new staff and makes it convenient for your existing staff to take refresher courses. Students work independently through the online lessons. As the manager, you control the curriculum and get feedback on each student's progress.

As always, you and your staff can take courses on the basics of using TaxWise tax software for free. Free courses do not qualify for CPE credit.

For a complete list of courses, course descriptions, CPE and prices, visit TaxWise University at training.taxwise.com and click the View and Purchase Courses button.

Features for administrators:

• Add, change, or deactivate students and reset passwords
• Purchase and assign required classes to students.
• View online reports of student activity
• Review the list of lessons students have taken and which quizzes they have passed

Federal taxation online self-study series

Save money by purchasing this series along with an ExamMatrix exam review course.

This web-based, self-study program in federal taxation covers all the topics proposed for the IRS Registered Tax Return Preparer (RTRP) Exam*. Courses are available for one year from the date of purchase, so you have plenty of time to take each one and then review before taking the RTRP exam or the start of tax season. The IRS will launch the RTRP Exam in the fall of 2011.

Series Title: Individual Income Tax Preparation and Preparer Responsibility

Course titles:

• Before Tax Season Begins
• Before You Begin a Return
• Which Form Do I File?
• General Income
• Investment Income
• Business Income
• Farm Income
• Supplemental Income
• Retirement Income
• Business and Retirement Deductions
• Other Adjustments
• Standard Deduction and Most Common Itemized Deductions
• Other Itemized Deductions
• Nonrefundable Credits for Your Child
• Other Nonrefundable Credits
• Other Taxes
• Payments and Refundable Credits
• Refund/Balance Due
• Tax Return Completion Simulation
• Filing the Tax Return
• Amended Returns
• Tax Return Extensions
• Other Tax Overview
• Circular 230 Overview
• Section 7216 Disclosures and Use

*Courses cover the IRS exam content as published in the Internal Revenue Service Return Preparer Review report in December 2009. Course titles and content are subject to change as the IRS releases more information on exam content.

For more information on IRS requirements for tax preparers, visit the Tax Professionals section at www.irs.gov.

CTEC-Approved Courses

Do you prepare California tax returns? TaxWise University™ offers courses approved by the California Tax Education Council (CTEC) to fulfill the 60-hour "qualifying education" requirement for tax preparers. The curriculum consists of our federal taxation online self-study series, plus the California taxation courses listed below.

If you are already a registered preparer with the State of California, these courses may apply toward the State's annual "continuing education" requirement.

To view detailed course descriptions, visit TaxWise University at training.taxwise.com.

Series Title: California Individual Income Tax

Course titles:

• Before You Begin the California Return
• California Exemptions
• California Income and Deductions
• California Taxes
• California Credits
• Other California Taxes
• California Payments
• California Refund or Balance Due
• Other California Concerns

California series only (not including federal series) may be purchased for $110.

California Tax Education Council (CTEC)
Universal Tax Systems, Inc. has been approved by the California Tax Education Council to offer courses towards the 60-hour “qualifying education” requirement and the annual “continuing education” requirement imposed by the State of California. See our online listing of courses for specific information regarding each course. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

*** See all our training accreditations by clicking here. ***