Tax Documentation Essentials

Welcome to this required training module of Mitchell’s Tax Academy.

This lesson is part of the Filing Season Training Program and is required for all preparers before working with client tax returns.

Please watch the video in its entirety. The information presented in this lesson directly impacts how tax returns are prepared, reviewed, and filed. Concepts covered here will be referenced throughout the remainder of the training program.

While viewing this lesson, take notes and pay close attention to:

• IRS rules and definitions discussed

• Forms referenced and how they are used

• How this topic applies to real client situations

You are expected to complete all lessons in sequence. A comprehensive assessment will be administered at the end of the full training program.