Taxpayer Scenarios is a practical training resource designed to help tax professionals and tax preparation teams practice preparing tax returns using realistic taxpayer situations.

These training materials allow your team to apply what they are learning, strengthen their understanding of tax preparation, and build confidence before working through real client returns.

What this training helps your team practice:

Reviewing taxpayer information and income documents

Determining filing status and identifying dependents

Understanding income, credits, and deductions

Working through different taxpayer situations

Applying tax preparation knowledge through practice returns

Strengthening accuracy and confidence in tax preparation

Who Is This For?

New tax preparers, developing tax professionals, and tax business owners who want to provide their teams with hands-on practice opportunities.