SESSION 01 · OCT 6
Welcome to the Tax Industry & the TaxJojo System
- Tax preparer responsibilities
- PTIN and EFIN basics
- Professional ethics
- Preparer workflow
- TaxJojo resources
- Training expectations
- Software introduction
FREE 4-PART LIVE TAX TRAINING SERIES
Get Ready for Tax Season With the Knowledge to Do It Right.
Join TaxJojo for four live, interactive training sessions covering the fundamentals every new tax professional needs — from understanding the industry and Form 1040 to filing status, dependents, income, adjustments, and more.
Reserve My Free SpotFour live sessions • Expert instruction • Real-world application
2027 TAX SEASON READY
BOOTCAMP
4 Live Training Sessions
OCT 06
OCT 13
OCT 20
OCT 27
New Skills. Bigger Opportunities. It All Starts Here.
Tax preparation is more than entering numbers into software. This series helps you build the knowledge and confidence behind the work.
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Expert Instruction
Learn important tax concepts through guided live training.
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Real-World Application
Understand how these concepts apply when working with actual taxpayers.
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Tools for Success
Build practical knowledge you can carry into the upcoming tax season.
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Supportive Community
Learn alongside others preparing to grow in the tax industry.
Your October Tax Training Calendar
Four Tuesdays. Four live sessions. One stronger foundation.
Four Live Sessions Designed to Build Your Tax Knowledge Step by Step.
One registration gives you access to the complete October training series.
SESSION 02 · OCT 13
Understanding Form 1040 & the Tax Return Process
- Structure of Form 1040
- Client intake and required documents
- Taxpayer interviews
- Income categories, deductions and credits
- Refunds, balances due and return completion
SESSION 03 · OCT 20
Filing Status, Dependents & Household Qualification
- The five filing statuses
- Qualifying-child and qualifying-relative rules
- Head of Household requirements
- Support and residency tests
- Tie-breaker rules
- Common problem scenarios
SESSION 04 · OCT 27
Income, Adjustments & Taxable vs. Nontaxable Income
- W-2 and 1099 income
- Unemployment, retirement and Social Security income
- Self-employment introduction
- Adjustments to income
- Common documents
- Reporting mistakes
Built for Where You Are Right Now.
Whether you're entering the industry or strengthening an existing tax practice, there is a clear path for you.
New to the Tax Industry?
This series starts with the fundamentals and helps you build a stronger understanding before tax season begins.
- Preparing for your first tax season
- Understanding PTIN and EFIN basics
- Learning professional workflows
- Getting exposure to TaxJojo software and resources
Already Preparing Taxes?
Use the series to refresh key concepts, strengthen your foundation and prepare your operation for another busy season.
- Refresh important tax knowledge
- Improve processes and workflows
- Prepare yourself or your team
- Explore TaxJojo systems and resources
EDUCATE • EMPOWER • ELEVATE
Same Tax Season. A Brighter You.
Don't wait until tax season is underway. Build your knowledge now with four live TaxJojo training sessions this October.
Register Me Free