Income Tax Course (2010) H&R Block Income Tax Course (2010)
“ The hardest thing to understand is the income tax. ”
Albert Einstein, Physicist
Office Manager, Dothan South
Starting my 5 th tax season
John Solomon, Panama City
658 W. 23 rd Street, Panama City, FL
3805 Ross Clark Circle, Dothan, AL
H&R Block’s competitor exclusion states this course is not intended for, nor open to, any persons who are either currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block.
All participants are required to read and sign a competitor exclusion waiver: “Important Notice to Potential and Incoming Students of H&R Block’s Income Tax Course.” If you cannot honestly sign this form you will be excused from the class and your fees will be refunded. Competitor Exclusion Competitor Exclusion
Computer Usage Agreement
Terms and conditions for use of company computers
Computers are for use only in conjunction with your participation in and completion of this course
Use of computers for personal email, instant messaging, Facebook, MySpace, and other personal web sites is prohibited.
Read and Sign “Computer Usage Agreement.”
Who Are You?
How did you hear about the course
Why did you choose to take the income tax course
Tell everyone a little about yourself…
Who are we?
H&R Block is the industry leader in tax service
In business for over 50 years
Transformed the industry with top notch Tax Professionals
Years ago, class was primarily used to teach basic income tax theory to the public
We have our own Bank
Today, our class is the NUMBER ONE way we obtain our Tax Professionals!
What to Expect
Hands on Learning Experience
Homework is assigned for (almost) every class: Do It!
Computerized Training Simulated with Real Life Experience
Goal is to Prepare Returns for our Clients
Online quizzes and exams
Three graded reviews
One mid-term exam
One final exam
How to Succeed
Tips for a Successful Class
Don’t let the books or computers intimidate you!
Utilize your instructor!
Get a Study Buddy or form a “Study Group”
Contact your instructor if you cannot attend class!
Relax and enjoy!
What Do I Need?
The Session Text Book, Workbook and Forms
Pencil or pen
Ready to Learn Attitude
IRS Pub. 17
You will need to order a copy of IRS Publication 17 for 2009
Visit the local IRS office for a FREE copy,
Order a free copy from the IRS at www.IRS.gov
Click on Forms and Publications
Click on Forms and Publications by U.S. Mail
Search for Pub 17
Select Publ. 17 (English or Spanish)
Add item to your card and proceed with checkout
Order a free copy from the IRS at 1-800-829-3676
You will not have assigned reading in Pub. 17, but it is a helpful resource
How Do I Pass?
To pass you must…
Have a cumulative score of 80%, this includes:
You must attend at least 72 of 84 hours of in-class training time.
Every minute counts. So be on time to class.
We will start and end on time.
Course Grading Structure
Parking: in front of the office
Smoking: Outside the building, not by the front door
Drinks & Snacks: available at the Gas Station
Drinks must be in a spill proof container
Please do not leave crumbs or messes for someone else to clean up
Restrooms: in the back of the office
Breaks: usually 15 minutes -- please return to class on time
Cell Phone Etiquette:
Phones should be on silent, vibrate or off
Emergency calls – take outside classroom
Non-Emergency calls – go to voice mail
If you are sick, please stay home and get well. We will make arrangements for you to make up the class.
Class Hours: Mondays and Thursdays, 9am—12pm,or 6pm – 9pm
28 Class Sessions for a total of 84 hours
You may attend classes other than your regularly scheduled class
Classes are also offered 9am – 12pm in Enterprise (Westgate Shopping Center) on Tuesdays and Fridays.
No class on Monday, September 6: Labor Day
What are the Attendance Requirements?
You must sign the attendance sheet at the beginning of each training session in order to be counted as being “In Attendance” for that session.
If you need to make up a class you must get a “Make-Up Attendance” sheet signed from your substitute instructor and then provide the sheet to your home instructor.
Why Should I Work For H&R Block?
The world leader in tax preparation!
Pleasant, friendly working environment
Nationwide career opportunities (full and part time)
Apply what you learned in class
Advanced tax education available, once you become a H&R Block employee
Challenging – Personal Satisfaction
In chapter 2 we will discuss Income, Wages, Tax Forms and Calculating Income Tax
We will prepare a 1040-EZ using the paper form
Read Chapter 2 of Textbook
Complete Exercises in Workbook
Which form does a taxpayer need to get an automatic 6-month extension to file their income tax return?
Answer __________ found on page __________, IRS Publication 17.