This online self-directed course is designed for newcomer service providers who support clients in navigating and filing U.S. income taxes, and newcomers who want to gain knowledge and understanding about U.S. income taxes.

After completing this course, you will be able to: 

  • Describe the U.S. income tax system, including key definitions and deadlines, important documents, and the reasons for paying income tax
  • Explain the roles and responsibilities involved in tax preparation and how to determine eligibility for common tax credits
  • Evaluate credible low- or no-cost tax filing methods to best meet client needs


Approximate time to complete: 60 mins

Need support? Email [email protected]

Course Curriculum

    1. How to Navigate this Course

    2. Welcome to the Course

    1. Lesson 1: Basics of U.S. Income Tax

    2. Lesson 2: Why We Pay Income Tax

    3. Lesson 3: Important Definitions

    4. Lesson 4: When to Pay Income Taxes

    5. Lesson 5: Overview of Key Documents

    6. Module 1 Knowledge Check

    7. Module 1 Objective Check-In

    8. Module 1 Conclusion

    1. Lesson 1: Roles and Responsibilities

    2. Lesson 2: Tax Credits

    3. Lesson 3: Case Scenario 1

    4. Lesson 4: The Process of Determining Eligibility for Tax Credits

    5. Module 2 Knowledge Check

    6. Module 2 Objective Check-In

    7. Module 2 Conclusion

    1. Lesson 1: Tax Filing Methods

    2. Lesson 2: Identifying Risks

    3. Lesson 3: Finish Filing a Tax Return

    4. Module 3 Knowledge Check

    5. Module 3 Objectives Check-In

    6. Module 3 Conclusion

    1. Course Conclusion

    2. Course Satisfaction Survey

    3. Course Outro & Next Steps

About this course

  • Free
  • 26 lessons
  • 60 minutes of video content
  • Level: Introductory

Take the course with Switchboard, start today.

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