EA Exam Course: Client Intake That Prevents Rejected Returns: Prior-Year Review + TINs
Автор: Enrolled Angel
Загружено: 2026-02-22
Просмотров: 2
Описание:
EA Exam Prep Course — Part 1: Individuals
Unit 1.1: Preliminary Work with Taxpayer Data
Lesson 1: Client Intake That Prevents Rejected Returns: Prior-Year Review + Identity Data
0:00 Intro
0:05 Intake = Two Tracks
0:31 Prior-Year Checklist
0:59 Basis
1:26 Biographical Data
1:55 SSN vs ITIN
2:25 Paper-file
2:53 Common 1040 Forms
3:22 Practice Questions
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