SRJC Course Outlines

12/27/2024 8:20:20 AMADED 754.2 Course Outline as of Summer 2025

Changed Course
CATALOG INFORMATION

Discipline and Nbr:  ADED 754.2Title:  TAX RETURN PREP  
Full Title:  Tax Return Preparation and Filing
Last Reviewed:10/25/2021

UnitsCourse Hours per Week Nbr of WeeksCourse Hours Total
Maximum0Lecture Scheduled08 max.Lecture Scheduled0
Minimum0Lab Scheduled3.002 min.Lab Scheduled24.00
 Contact DHR0 Contact DHR0
 Contact Total3.00 Contact Total24.00
 
 Non-contact DHR0 Non-contact DHR Total0

 Total Out of Class Hours:  0.00Total Student Learning Hours: 24.00 

Title 5 Category:  Non-Credit
Grading:  Non-Credit Course
Repeatability:  27 - Exempt From Repeat Provisions
Also Listed As: 
Formerly:  ADLTED 754.2

Catalog Description:
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In this second course of a 2-course series, students will be prepared to file personal federal and state tax return and/or volunteer for the free tax preparation program, such as EarnIt! KeepIt! SaveIt! In this course, students will learn how to: navigate the IRS website to find information, prepare and file a federal and state tax return using programs such as MyFreeTaxes and TaxSlayer, renew or apply for a new Individual Tax Identification Number (ITIN), make payments to the IRS and track the status of a refund.

Prerequisites/Corequisites:


Recommended Preparation:
Course Completion of ADED 754.1 ( or ADLTED 754.1)

Limits on Enrollment:

Schedule of Classes Information
Description: Untitled document
In this second course of a 2-course series, students will be prepared to file personal federal and state tax return and/or volunteer for the free tax preparation program, such as EarnIt! KeepIt! SaveIt! In this course, students will learn how to: navigate the IRS website to find information, prepare and file a federal and state tax return using programs such as MyFreeTaxes and TaxSlayer, renew or apply for a new Individual Tax Identification Number (ITIN), make payments to the IRS and track the status of a refund.
(Non-Credit Course)

Prerequisites:
Recommended:Course Completion of ADED 754.1 ( or ADLTED 754.1)
Limits on Enrollment:
Transfer Credit:
Repeatability:27 - Exempt From Repeat Provisions

ARTICULATION, MAJOR, and CERTIFICATION INFORMATION

Associate Degree:Effective:Inactive:
 Area:
 
CSU GE:Transfer Area Effective:Inactive:
 
IGETC:Transfer Area Effective:Inactive:
 
CSU Transfer:Effective:Inactive:
 
UC Transfer:Effective:Inactive:
 
C-ID:

Certificate/Major Applicable: Certificate Applicable Course



COURSE CONTENT

Student Learning Outcomes:
At the conclusion of this course, the student should be able to:
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1. Use the IRS website to locate information, fill out forms, make payments and track the status of a refund
2. Differentiate between free and for pay tax preparation/filing websites
3. Complete and file State and Federal income tax forms electronically
 

Objectives: Untitled document
At the conclusion of this course, the student should be able to:
1. Navigate the IRS website to find tax law updates and other information
2. Find and fill out different forms on the IRS website
3. Navigate, create an account, prepare and file a tax return using a program such as MyFreeTaxes and TaxSlayer
4. Learn the process to renew an Individual Taxpayer Identification Number
5. Learn the process to apply for a new Individual Taxpayer Identification Number
6. Learn how to make a payment to the IRS and track the status of a tax refund

Topics and Scope
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I. IRS Website
    A. Interactive Tax Assistant
    B. Forms
     C. Accessing your tax records
 
II. MyFreeTaxes
    A. Navigating the website
    B. Creating an account
    C. Preparing and filing a tax return
 
III. TaxSlayer
    A. Navigating the website
    B. Creating an account
    C. Preparing and filing a tax return
 
IV. Individual Taxpayer Identification Number/ITIN
    A. Renewing an ITIN
     B. Applying for a new ITIN
 
V. Payments and refunds
    A. Making a payment to the IRS
    B. Tracking a tax refund

Assignments:
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1. Navigating the IRS website exercises (4 - 6)
2. MyFreeTaxes exercises (2 - 4)
3. TaxSlayer exercises (2 - 4)
4. ITIN exercises (2 - 3)
5. Payments and refunds exercises (2 - 3)

Methods of Evaluation/Basis of Grade.
Writing: Assessment tools that demonstrate writing skill and/or require students to select, organize and explain ideas in writing.Writing
0 - 0%
None
Problem solving: Assessment tools, other than exams, that demonstrate competence in computational or non-computational problem solving skills.Problem Solving
65 - 70%
Navigating the IRS website exercises, MyFreeTaxes exercises, TaxSlayer exercises, ITIN exercises, Payments and refunds exercises
Skill Demonstrations: All skill-based and physical demonstrations used for assessment purposes including skill performance exams.Skill Demonstrations
0 - 0%
None
Exams: All forms of formal testing, other than skill performance exams.Exams
0 - 0%
None
Other: Includes any assessment tools that do not logically fit into the above categories.Other Category
30 - 35%
Attendance and participation


Representative Textbooks and Materials:
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Instructor prepared materials and federal/state tax documents

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