Tax Document Types Course
This course equips you with essential skills for handling tax documents, including interpreting key forms, classifying income and expenses, documenting deductions, planning payments, and organizing client files to ensure compliance and accuracy in tax filings.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Tax Document Types Course provides a clear, practical toolkit for managing real-world tax filings and records. You'll learn to interpret key forms such as the 1040, W-2, 1099-NEC, 1099-K, and 1099-INT, classify income and expenses, apply documentation and substantiation rules, handle estimated payments, identify compliance risks, and organise client documents to ensure every return is accurate, complete, and well supported.
Elevify advantages
Develop skills
- Master federal tax forms: quickly read 1040, Schedules C and SE for clients.
- Classify income docs: interpret W-2, 1099-NEC, 1099-K and 1099-INT fast.
- Document deductions: verify receipts and logs for small business write-offs.
- Plan payments: compute 1040-ES estimates, safe harbors and W-4 adjustments.
- Organise client files: map documents to tax categories, forms and audit risks.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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