Amendments 101
$25.00
Amendments 101: Mastering Tax Amendments
Ready to confidently handle tax amendments? Our Amendments 101 class is designed for tax professionals who want to master the process of determining when and how to amend a return, as well as pricing the service accurately.
Course Level: Beginner to Intermediate
CE Credit: 1 CE Hour
What You’ll Learn:
When it’s appropriate to amend a return and the common situations that require amendments
How to amend a return step-by-step to ensure accuracy and compliance
How to price amendment services and set the right fees for clients
Common mistakes to avoid when submitting amendments
Key deadlines and requirements for amendments
BONUS MATERIALS:
- Canva Marketing Templates
- Email Drip Sequences
- Engagement Letter Template
- Jotform Template
- Client Onboarding Checklist
Why Enroll? This course is perfect for tax preparers looking to expand their skillset, offering the knowledge needed to amend returns correctly and price those services effectively. Enhance your professionalism and ability to serve clients with complex tax needs.
Start mastering tax amendments today and improve your client service offerings!
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