Tax Return Preparer Ethical Issues


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Course Description
This course examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions and return of client records. The ethical rules governing these issues are discussed, and tax preparers are presented with real-world scenarios that focus on the ethical issues that may be encountered in their professional activities. A final examination covering the course material is administered. This course is a basic tax level course with no prerequisites, and qualifies for 2 CE credits in the Ethics category.

Learning Objectives

  • Recognize the permitted scope of tax return preparer responsibilities;
  • Identify the best practices for tax advisers in preparing or assisting in the preparation of a submission to the Internal Revenue Service;
  • List the various sanctions that may be imposed for a preparer’s failure to comply with applicable conduct rules.
IRS Program Number: YH9W1-E-00101-21-S
CTEC Program Number: 6243-CE-0023
CE Credits: 2 hours
Category: Ethics
Delivery Type: Online Self-Study
Exam Questions: 10

To stay current with the IRS Tax Laws, exam access will expire after 1 year from the course purchase date. Your account will remain active which allows you to retrieve your Order history, Course Certificate, and Course Materials.