Reviewing Individual Tax Returns: What Are You Missing?
Reviewing individual tax returns CPE training is the focus of this intermediate course, helping tax professionals identify errors, omissions, and advisory opportunities using a practical, case-based approach.
CPE Credit
5.0 Hours
DELIVERY METHOD
Self-Study (On Demand)
LEVEL
Intermediate
PREREQUISITES
Experience with individual tax return preparation recommended
PRICING
$119.50 per year
Course Description
The sheer volume of individual tax returns prepared each year can create an environment where errors or omissions occur despite best efforts. This course is designed to help tax professionals sharpen their ability to review individual tax returns effectively and identify issues that may otherwise be overlooked.
Using a case-based approach, participants work through four individual tax return case studies that reflect issues frequently encountered by return preparers and reviewers. The course focuses on identifying errors, areas for improvement, and opportunities to educate or advise clients, while reinforcing proper application of tax rules and professional judgment.
Learners are given access to four 2024 individual tax returns and apply review techniques to detect common problem areas, improve compliance, and enhance advisory value in individual tax engagements.
What You’ll Learn
By the end of this course, you will be able to:
- Identify common errors and omissions in individual tax returns
- Apply a structured approach to reviewing individual income tax returns
- Evaluate returns to identify areas for improvement and compliance risks
- Recognize opportunities to educate or advise clients based on return review findings
- Apply professional judgment when reviewing complex individual tax issues
Who This Course Is For
This course is designed for:
Key Topics Covered
Topics addressed in this course include:
- Reviewing individual tax returns using a case-based approach
- Section 199A (qualified business income deduction) review considerations
- Home office deduction issues
- Rental properties and related reporting considerations
- Hobby losses and business activity classification
- Hiring of spouses and related payroll and deduction considerations
- Depreciation, including bonus depreciation review issues
- Section 179 expensing considerations
- Organization and start-up costs
- Identifying errors, areas for improvement, and client advisory opportunities through return review
Why This Course Matters
Effective review of individual tax returns is a critical quality-control step that helps reduce errors, improve compliance, and uncover opportunities to better serve clients. A structured, case-based review process enables tax professionals to apply tax rules consistently while identifying areas that warrant additional attention or client discussion.
For additional guidance on individual income tax rules and reporting requirements, practitioners may refer to resources published by the Internal Revenue Service (IRS)
Explore additional CPE courses in taxes available through NINJA CPE.
Pricing & Access
$119.50 per year — Unlimited CPE Access
When you enroll, you receive full access to all courses in our catalog for one full year, including this course and every other available offering.
Unlike many CPE providers, we do not charge by the credit hour and we do not impose course expiration dates. Once you’re enrolled:
- All courses are included — no per-course or per-credit fees
- Your access lasts for a full year from your enrollment date
- Your completed course certificates remain available in your portal
- You can complete courses at your own pace, on your own schedule
This single annual enrollment gives you the flexibility to earn CPE hours when you need them — without worrying about expiring credits or additional costs.
Frequently Asked Questions
Is this course NASBA-compliant?
Yes. This course meets NASBA CPE requirements.
How is the course delivered?
On-demand, self-study format with quizzes for knowledge checks.
Can I complete this course at my own pace?
Yes. You may start, stop, and resume the course as needed.
