Hands-On Training

Gain practical experience preparing partnership tax returns using CCH Axcess.

Comprehensive Problem Solving

Work through guided examples and learn how to approach common partnership return preparation questions.

Practical Return Examples

Follow guided examples in CCH Axcess and practice working through Form 1065 step by step.

About the Course

Build a practical partnership return workflow in CCH Axcess. Work through partnership concepts, tax forms, and guided return preparation examples. Follow the demonstrations to connect tax concepts with software entries and return calculations. Use the detailed curriculum below to see exactly which lessons are included.

Kateryna’s Story: From Burnout to Freedom with a 6-Figure Seasonal Tax Business

I know what it’s like to be exhausted—working all day just to survive, studying at night, running on caffeine and hope.  For years, I woke up before sunrise to start my shift, then rushed straight to class in the evening, only to stay up late doing homework. I was tired. But I had a dream. Eventually, I earned my CPA license. I worked in the music industry, then at one of the Big Four firms—Ernst & Young—preparing complex tax returns for major clients. It was valuable experience, but deep down, I wanted something more: Freedom. Flexibility. My own business. So I left. I’ve now been self-employed for 5 years, working only during tax season—and taking the rest of the year for myself. Tax preparation gave me the life I dreamed of. If you’re tired but still dreaming—this is for you

Before you enroll

Format: recorded Form 1065 training in CCH Axcess. Best for: bookkeepers adding tax services and tax professionals building partnership return skills. Preparation: basic tax knowledge is helpful. CCH Axcess software access is not included; you need your own access to practice alongside the demonstrations. Review the chapter and lesson list below before purchasing.

Explore the course curriculum

6 Chapters · 30 Lessons

    1. (Included in full purchase)

      Chapter 1.1 - Introduction to the Course Structure - TO BE UPLOADED

    2. (Included in full purchase)

      Chapter 1.2 - History of Partnerships - Why tax prep saves the world, enhances economy, importance of taxes - DESCRIPTION TO UPDATE

    3. (Included in full purchase)

      Chapter 1.3 - Differences between C-Corps, S-Corps, Partnerships and LLCs

    4. (Included in full purchase)

      Chapter 1.4 - Advantages and Disadvantages of Partnership : Introduction to Partnerships; Types of Partnerships

    5. (Included in full purchase)

      Module 1 - Quiz

    1. (Included in full purchase)

      Chapter 2.1 - Form 1065, Page 1 : Income and Deductions, Taxes and Payment

    2. (Included in full purchase)

      Chapter 2.2 - Schedule B: Other Information

    3. (Included in full purchase)

      Chapter 2.3 - Schedule K: Shareholders’ Pro Rata Share Items

    4. (Included in full purchase)

      Chapter 2.4 - Schedule L - Balance Sheet : Reconciliation and Distributions

    5. (Included in full purchase)

      Chapter 2.5 - Schedule M-1 - Reconciliation of Income (Loss) per Books with Income Tax Return

    6. (Included in full purchase)

      Chapter 2.6 - Schedule M-2 - Analysis of Accumulated Adjustments Account

    7. (Included in full purchase)

      Chapter 2.7 - Schedule M-3 - Expansion of the information provided on Schedule M-1

    8. (Included in full purchase)

      Module 2 - Quiz

    1. (Included in full purchase)

      Chapter 3.1 - Overview of CCH Tax - Installation and Functionalities

    2. (Included in full purchase)

      Chapter 3.2 - Understanding S-Corporation Structure & Documents (Before Form 1120S)

    3. (Included in full purchase)

      Chapter 3.3 - Entering a Basic S Corp Tax Return - Form 1120S, Page 1 (Income Statement)

    4. (Included in full purchase)

      Chapter 3.4 - Entering a Basic S Corp Tax Return - Schedule L (Balance Sheet)

    5. (Included in full purchase)

      Chapter 3.5 - Reconciliation of Income (Loss) per Books with Income Tax Return

    6. (Included in full purchase)

      Chapter 3.6 - Clearing Diagnostics and E-filing

    7. (Included in full purchase)

      Practice - Module 3

    1. (Included in full purchase)

      Chapter 4.1 - PRACTICE - Entering Data (Review Data, Excel Worksheet, Prior Year Tax Return, Beginning Balances, Depreciation, Capital Loss Carryovers, Other Carryovers)

    2. (Included in full purchase)

      Chapter 4.2 - PRACTICE - Entering Income Statement

    3. (Included in full purchase)

      Chapter 4.3 - PRACTICE - Schedule L (Entering Balance Sheet)

    4. (Included in full purchase)

      Chapter 4.4 - PRACTICE - Reconciliation of Income (Loss) per Books with Income Tax Return

    5. (Included in full purchase)

      Chapter 4.6 - PRACTICE - Sch K To Form 1040

    6. (Included in full purchase)

      Answers

    1. (Included in full purchase)

      Documents for Exercise

    2. (Included in full purchase)

      Chapter 5 - Do-It-Yourself Comprehensive Problem with Answers - Check Yourself Video & Encouragement

    3. (Included in full purchase)

      Answers

    1. (Included in full purchase)

      Bonus Module 1- Foreign Essentials for Partnership Filings

What People are Saying

Hear from the Not So Boring CPA learning community.

”
This course is an absolute game-changer for anyone serious about mastering tax prep! Clear, practical, and packed with real-world insights. Highly recommend it to CPAs, EAs, and aspiring pros alike.
@govindamassociates

Las Vegas, NV

”
I was able to make my first $1k for the tax return preparation. Very happy. Thanks Kat.
Anna W.

Amateur photographer

Ready to Build Your Partnership Tax Skills?

Follow the lessons and build your confidence working through Form 1065 in CCH Axcess.

Enroll Now