Comprehensive Training

Learn how to prepare Individual Tax Returns (Form 1040) using ProConnect software.

Hands-On Experience

Gain practical experience through guided exercises and comprehensive problems.

Who this course is for

For bookkeepers adding tax services and tax professionals strengthening their individual return preparation skills.

About the Course

Build a practical Form 1040 workflow in ProConnect. Explore filing requirements and dependents, work through income topics, and review taxes and credits. Then follow the practice lessons to connect the tax concepts with software entries and return calculations. See the full chapter and lesson list below to choose the training that fits your experience.

Before you enroll

Format: recorded lessons with guided Form 1040 examples in ProConnect. Best for: bookkeepers adding tax services and tax professionals building confidence with individual returns. Preparation: basic tax knowledge is helpful. You will need access to ProConnect if you want to practice in the software alongside the lessons. Use the curriculum below to review the topics included before purchasing.

Explore the course curriculum

4 Chapters · 50 Lessons

    1. (Included in full purchase)

      Chapter 1.2 - The Basic - A Short History of the U.S. Individual Income Tax

    2. (Included in full purchase)

      Chapter 1.3 - An Overview of Form 1040. The Forms

    3. (Included in full purchase)

      Chapter 1.4 - Basic Principles and General Filing Requirements

    4. (Included in full purchase)

      Chapter 1.5 - Personal Exemption and Dependents

    1. (Included in full purchase)

      Chapter 2.1 - Wages, 1040 Line 1

    2. (Included in full purchase)

      Chapter 2.2 - Interest Income, 1040 Line 2

    3. (Included in full purchase)

      Chapter 2.3 - Dividend Income, 1040 Line 3

    4. (Included in full purchase)

      Chapter 2.4 - IRA distributions, 1040 Line 4

    5. (Included in full purchase)

      Chapter 2.5 - Pensions and annuities, 1040 Line 5

    6. (Included in full purchase)

      Chapter 2.6 - Social security benefits, 1040 Line 6

    7. (Included in full purchase)

      Chapter 2.7 - Capital gain or (loss). Schedule D, 1040 line 7

    8. (Included in full purchase)

      Chapter 2.8 - Schedule C - Business Income or Loss (Schedule 1, line 10)

    9. (Included in full purchase)

      Chapter 2.9 - Schedule E - Rental Income and Expenses (Schedule 1, line 10)

    10. (Included in full purchase)

      Chapter 2.10 - Additional income, Schedule 1, line 10

    11. (Included in full purchase)

      Chapter 2.11 - Adjustments to Gross Income, Schedule 1, line 12-21

    1. (Included in full purchase)

      Chapter 3.1 - Standard or itemized deductions overview

    2. (Included in full purchase)

      Chapter 3.2 - Itemized Deductions

    3. (Included in full purchase)

      Chapter 3.3 - Qualified business income deduction from Form 8995 or Form 8995-A (1040 line13)

    4. (Included in full purchase)

      Chapter 3.4 - Additional deductions from Schedule 1-A, line 38 ((1040 line 13b

    5. (Included in full purchase)

      Chapter 3.5 - Tax (1040, line 16) and Other Taxes

    6. (Included in full purchase)

      Chapter 3.6 - Chapter 3.6 - Additional Taxes from Schedule 2(1040, line 17)

    7. (Included in full purchase)

      Chapter 3.7 - Child and Dependent Care Credit (1040, line 19)

    8. (Included in full purchase)

      Chapter 3.8 - Additional Credits and Payments, Schedule 3

    9. (Included in full purchase)

      Carryovers/Overpayments

    1. (Included in full purchase)

      Lesson #1: Proconnect Tax Software Overview

    2. (Included in full purchase)

      Lesson #2: Tax Software Example Filing Status

    3. (Included in full purchase)

      Lesson #3: Interest Income entry

    4. (Included in full purchase)

      Lesson #4: Dividend Income entry

    5. (Included in full purchase)

      Lesson #5: W-2 Income Tax Software Entry

    6. (Included in full purchase)

      Lesson #6: Capital Gain or (Loss) Software

    7. (Included in full purchase)

      Lesson #7: IRA Distributions and How to enter Form 1099-R

    8. (Included in full purchase)

      Lesson #8: Social Security Benefits Software Example

    9. (Included in full purchase)

      Lesson #9: Sale of Primary Residence (Home) Calculation

    10. (Included in full purchase)

      Lesson #10: Taxable State Refunds

    11. (Included in full purchase)

      Lesson #11: Alimony Income and Deduction

    12. (Included in full purchase)

      Lesson #12: Schedule C - Business Income or Loss - General overview

    13. (Included in full purchase)

      Lesson #13: Schedule C - Auto Expenses Standard Mileage vs. Actual Expenses

    14. (Included in full purchase)

      Lesson #14: Schedule C - Depreciation

    15. (Included in full purchase)

      Lesson #15: Schedule C - Business Use of Your Home

    16. (Included in full purchase)

      Lesson #16: Schedule E - Depreciation of Rental property – How to calculate the Basis of Rental propert

    17. (Included in full purchase)

      esson #17: Schedule E - Rental Income and Expense

    18. (Included in full purchase)

      Lesson #18: Schedule E - Sale of Rental Property

    19. (Included in full purchase)

      Lesson #19: Standard or itemized deductions overview

    20. (Included in full purchase)

      Lesson #20: Itemized Deductions – Medical and Dental Deductions

    21. (Included in full purchase)

      Lesson #21: Itemized Deductions – Taxes Paid [2024 EXAMPLE]

    22. (Included in full purchase)

      Lesson #22: Itemized Deductions – Mortgage Interest

    23. (Included in full purchase)

      Lesson #23: Itemized Deductions – Gifts

    24. (Included in full purchase)

      Lesson #24: Itemized Deductions – Other Itemized Deductions

    25. (Included in full purchase)

      Lesson #25: 1040 Preparation Study Case in Proconnect

    26. (Included in full purchase)

      Lesson #26: Thank you and See You Later!

Ready to Master Individual Tax Prep?

Follow the lessons, practice the workflow, and strengthen your confidence with Form 1040.

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