Vermont Society of Certified Public Accountants
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Surgent's Preparing C Corporation Tax Returns for New Staff and Para-Professionals (PCTR)

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Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
Level:
Basic
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other business entity returns. Such business tax topics include the sale of assets used in any trade or business (Form 4797), depreciation (Form 4562), deductible vs. non-deductible items, and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.

Objective

  • Develop an understanding of basic preparation principles which affect all business entities
  • Learn in detail about the preparation of a Form 1120, and Schedule M-1
  • Understand the proper treatment of trial balance entries into Form 1120

Highlights

  • Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return
  • The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns
  • The current rules regarding depreciation deductions, including the expensing elections of §179, the first-year requirements of §168, the standard MACRS depreciation rules, plus the overall limitations on luxury automobiles
  • Methods of accounting -- Application and choices
  • In-depth analysis of Form 4797 dealing with the sale of business property and depreciation recapture
  • Deductible expenses -- including rules on meals and entertainment
  • Computation of tax liability, including alternative minimum tax
  • Overview of many common business deductions; which are deductible and which are M-1 items?
  • How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern
  • The manufacturers deduction for domestic production, including small business safe harbors
  • And much more

Designed For

New staff and para-professionals involved in return preparation
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