Posted: May 11th, 2022
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In your email back to the client, you must address the critical elements listed below. The codes shown in brackets indicate the course outcome to which each
critical element is aligned. When responding to your new clients’ email, make sure to address all of their questions and concerns. This will help support the
critical elements below.
I. Identify what additional documents the clients need to provide in order for you to do their taxes. [ACC-330-01]
II. Differentiate types of income and expenditures. [ACC-330-01]
III. Identify applicable deductions and credits available for the clients. [ACC-330-01]
IV. Explain how you utilized the IRS website for staying current in the application of appropriate tax codes and laws. [ACC-330-01]
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