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Drake Advanced Tax Preparation Certification (DATPC)

Complete Guide to Tax Filing - Forms 1040, 1065, 1120, and 1120S

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Last Updated

May, 2025

Multiple
56.5
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Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
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What You’ll learn

Tired of juggling multiple tax forms with guesswork? This comprehensive certification is designed for tax professionals, preparers, and advisors looking to sharpen their skills across Forms 1040, 1065, 1120, and 1120S. Learn how to analyze real-world filing situations, reduce errors, and improve compliance. Get equipped to implement best practices across individual and business returns with confidence and clarity.

Get Deeper Understanding of:

  • How business structures impact tax return requirements.
  • The nuances between personal and entity deductions.
  • The role of Schedules B, L, K-1, and M.
  • Common pitfalls in final review and e-filing.
  • Why amending returns demands strategic precision.

Recommended For:

  • CPAs, EAs, and Tax Attorneys looking to deepen their filing proficiency across all major U.S. tax forms—this course goes far beyond beginner-level content and covers advanced preparation and review techniques essential for high-stakes compliance.
  • Tax professionals, preparers, and Tax consultants seeking to streamline workflows, reduce filing errors, and confidently manage individual, partnership, corporate, and S corporation returns with clarity and accuracy.
  • Individuals aiming to enhance their practical tax knowledge and pursue roles in professional tax preparation, business advisory, or compliance consulting—especially those looking to build a career around entity and individual return preparation.

Why take the Drake Advanced Tax Preparation Certification (DATPC) with MYCPE ONE?

Resources included

  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Career Opportunities

  • Tax Preparer
  • Filing Specialist
  • Tax Analyst
  • Tax Consultant
  • Tax Accountant

Value Addition to your skills

  • Form Accuracy
  • Compliance Insight
  • Filing Confidence
  • Audit Readiness
  • Technical Precision
  • Client Assurance

Courses

Course Title Time Credits Learning Format
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01782) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01782) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02206-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Analyze individual tax return structure and key income and deduction sources.
  • Review essential forms used in Form 1040 filings.
  • Connect basic financial statements like P&L and balance sheets to individual taxes.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01839) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01839) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02280-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • File Form 1040 on time and set up clients accurately in Drake.
  • Navigate key Drake screens (1, 2, IDS, DD, PIN) for efficient data entry.
  • Draft engagement letters and ensure precision in client data input.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01840) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01840) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02281-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Report W-2 wages and file Form 1099 accurately for compliance.
  • Navigate Drake wage and income sections and key tax form screens.
  • Ensure precise data entry and follow IRS guidelines for proper form usage.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01841) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01841) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02282-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Report business income and expenses accurately on Schedule C.
  • Navigate Schedule C and sub-screens (e.g., AUTO) for efficient data entry.
  • Calculate and report cost of goods sold to avoid filing errors.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01842) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01842) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02283-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Apply IRS rules to report royalties, rental, and partnership income on Schedule E.
  • Navigate Schedule E tabs for property info, income, expenses, and depreciation.
  • Enter data precisely, including mortgage details, to ensure compliance.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01843) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01843) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02284-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Follow IRS guidelines and understand key components of K-1s.
  • Use the “Basis Wkst” tab in K1P to calculate and track partner’s adjusted basis.
  • Enter K1P and K1S data accurately to ensure compliance.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01844) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01844) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02285-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS rules for home office and auto deductions, including mileage methods.
  • Navigate screens 8829, AUTO, 8606, ROTH, with brief insights on 8853 and 8889.
  • Ensure accurate data entry when handling adjustments and deductions.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01845) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01845) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02286-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Apply due diligence and use screens A and 8867 to ensure compliant filings.
  • Use Drake’s “Calculate” and “View/Print” features to check and clear errors.
  • Maintain accuracy and IRS compliance throughout tax preparation.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01846) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01846) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02287-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
On Demand (video)
  • Ensure client reviews flag discrepancies and missing info.
  • Report gambling income accurately during the review process.
  • Follow IRS guidelines to maintain compliance and data precision.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01847) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01847) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02288-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
On Demand (video)
  • Understand when and why to file an amended return per IRS guidelines.
  • Prepare and submit amended returns using Drake Tax software.
  • Recognize the importance of accuracy when amending prior filings.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01783) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01783) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02207-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Analyze partnership structure, tax implications, and compliance needs.
  • Review Form 1065 and key elements of Schedule K-1 for partners.
  • Explore financial statements in the context of partnership taxation.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01848) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01848) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02289-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Set up 1065 clients in Drake and follow key IRS guidelines.
  • Input accurate data and send engagement letters for partnerships.
  • Ensure timely compliance with the March 15th filing deadline.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01849) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01849) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02290-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Identify partnership income components and follow IRS guidelines.
  • Enter accurate data for income, deductions, and guaranteed payments.
  • Ensure full compliance with partnership tax regulations.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01850) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01850) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02291-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review key Drake screens for Form 1065 and report partnership changes.
  • Apply e-filing standards and ensure compliance.
  • Navigate Ownership Info, SEC, and e-filing sections in Drake.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01851) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01851) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02292-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Follow IRS guidelines for Schedule L and M reporting.
  • Review and input data accurately in Drake’s Schedule L and M sections.
  • Reconcile book income with tax returns to ensure compliance.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01852) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01852) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02293-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Follow IRS guidelines for Schedules K and K-1, including basis tracking.
  • Review and enter data accurately in Drake’s K and K-1 sections.
  • Apply passive activity loss rules and assess their impact.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01853) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01853) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02294-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS rules for asset dispositions, capital gains, depreciation, and rentals.
  • Navigate Schedule D, Form 4562, and Form 8825 accurately.
  • Ensure precise data entry and address tax considerations for rental real estate.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01854) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01854) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02295-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Execute and review initial tax return drafts for accuracy and completeness.
  • Use the “EF” tab to select returns for e-filing in Drake.
  • Identify and correct errors to ensure a clean final submission.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01855) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01855) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02296-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Recognize when to file amended returns to maintain accuracy and compliance.
  • Follow IRS guidelines and common reasons for amending returns.
  • File and e-submit amended returns using Drake Tax Software.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01784) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01784) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02208-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Explain C Corporation structure, obligations, and filing requirements.
  • Use financials to identify deductions, credits, and complete Form 1120.
  • Apply strategies for accurate and compliant corporate tax filing.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01856) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01856) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02297-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS requirements and set up 1120 clients in Drake Tax Software.
  • Navigate screens 1, SEC, and PIN, and draft engagement letters.
  • Ensure detailed and accurate data entry for full compliance.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01857) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01857) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02298-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS rules and navigate income and deduction screens in Drake (INC, DED, A).
  • Ensure accurate data entry for compliant tax filings.
  • Calculate and report Cost of Goods Sold (COGS) correctly.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01858) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01858) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02299-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS guidelines for Schedule L and Schedules M.
  • Navigate screens L, L2, M1, and M2 in Drake accurately.
  • Ensure precise data entry for compliant financial reporting.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01864) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01864) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02306-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS guidelines for Schedule K and Form 1125-E.
  • Complete forms accurately using relevant Drake screens.
  • Ensure data precision during electronic filing.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01865) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01865) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02307-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS rules on capital gains, depreciation, and business credits.
  • Navigate Drake’s tax forms and credit tabs with confidence.
  • Ensure accurate data entry for compliant tax filings.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01866) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01866) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02308-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Analyze IRS rules for foreign entities and 25% foreign-owned U.S. corporations.
  • Identify filing requirements for Forms 5472, FinCEN 114, and related parties.
  • Navigate FRGN, 114, 5472, and 2X screens in Drake Tax Software.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01867) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01867) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02309-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Analyze the draft and review process to catch and clear common errors.
  • Understand taxpayer and preparer responsibilities in return preparation.
  • Use Drake Tax Software for hands-on practice and e-filing procedures.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01870) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01870) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02312-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Complete Form 1120-X and meet deadlines for amended C Corp returns.
  • Follow IRS documentation rules and foreign ownership guidelines.
  • File amended returns accurately using Drake Tax Software.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01785) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01785) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02209-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Review S Corporation structure, tax implications, and key differences from C Corps.
  • Analyze Schedule K-1 basics for S Corps.
  • Identify essential forms and schedules for accurate Form 1120S preparation.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01871) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01871) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02313-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Master Form 1120S filing rules and set up clients in Drake.
  • Navigate Drake screens and draft professional engagement letters.
  • Understand late filing penalties and the importance of signed client agreements.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01872) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01872) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02314-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Apply IRS rules for reporting income, deductions, and COGS on Form 1120S.
  • Deduct ordinary business expenses and use approved inventory methods.
  • Report specialized deductions accurately on Schedule K.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01873) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01873) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02315-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Apply IRS rules for Schedule B and Form 1125-E compliance.
  • Navigate key Drake screens: Other Info, Officer Info, EF Selections, and Print Options.
  • Report S Corporation shareholder details accurately.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01874) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01874) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02316-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Identify key Form 1120S sections and reconcile income, deductions, and credits.
  • Navigate Schedule L and reconciliation schedules accurately in Drake.
  • Follow IRS guidelines and ensure precise data entry for compliance.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01875) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01875) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02317-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS rules for Schedules K, K-1, and shareholder basis reporting.
  • Use Drake for Schedule K, K1E, and Form 7203 preparation.
  • Leverage real-time software tools for accurate tax return filing.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01876) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01876) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02318-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Review IRS rules for capital gains, losses, depreciation, and credits.
  • Calculate gains for S Corps and apply depreciation via Form 4562.
  • Report rental income accurately using Form 8825 and Schedule D.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01877) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01877) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02319-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Draft accurate tax returns in Drake and adjust based on client feedback.
  • Conduct thorough draft, client, and final reviews before e-filing.
  • Use the EF tab to select, transmit, and file returns electronically with confidence.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01897) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01897) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02344-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
On Demand (video)
  • Follow IRS guidelines for filing amended S Corporation returns.
  • Use Drake to file corrected forms and e-file amendments efficiently.
  • Communicate changes clearly to shareholders when amending returns.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Amanda Reese, EA

Tax Associate

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Tax Preparer

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“I came into this course unsure of how to even approach a corporate return. I’d only worked on basic 1040s before. But the way it broke down each form and walked through common mistakes made a huge difference. I finally understand how all the pieces—like Schedules K-1 or L—fit together. I'm now assisting on more complex cases at work!”

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Frequently Asked Questions

This certification offers an in-depth, form-specific exploration of U.S. tax return preparation for individuals, partnerships, corporations, and S corporations. It covers everything from initial setup and input essentials to reporting wages, business income, rental real estate, and shareholder data using key forms like 1040, 1065, 1120, and 1120S. Learners will review and analyze Schedules C, E, K-1, L, and M, handle common and complex adjustments, and gain the skills to amend returns efficiently. The course also emphasizes error resolution and e-filing compliance—ensuring you're prepared for the entire tax preparation lifecycle.

This certification is ideal if you're looking to deepen your practical tax knowledge and confidently prepare a full range of return types. You’ll be able to analyze different income sources, apply deductions and credits, and understand the distinctions in filing requirements across entity types. The skills gained will help reduce filing errors, improve review quality, and ensure compliance with tax regulations. Whether you’re an aspiring tax preparer or already supporting a team, this certification equips you to work more independently, contribute to complex filings, and elevate your role in the tax preparation process.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.