Module 1 · Downloads
Resources
Your Module 1 study materials. Download, print, and keep these handy.
Tax Vocabulary Glossary
All 12 key terms from Lesson 5 in a printable reference sheet with examples.
Cast of Characters Reference Card
One-page summary of all nine characters — who they are, what they teach, and what to watch for.
Cash Income Checklist
Questions to ask every client about unreported income — the ones you need to ask before you start the return.
Dependent Question Checklist
The full checklist for verifying dependent claims — identification, residency, age, support, and duplicate claim risk.
Filing Status Cheat Sheet
All five filing statuses with qualifying questions and red flags. Color-coded for quick reference.
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Module 1 Complete
You now understand what taxes are, why they exist, who collects them, and the vocabulary you’ll use every day as a preparer. That’s the foundation everything else is built on.
Up Next — Module 2
Tax Vocabulary Deep Dive
- Gross vs. net vs. taxable income with real numbers
- How withholding works and what a W-4 actually does
- Self-employment tax — why Albert’s first year was a surprise
- Estimated quarterly taxes — who needs them and when
- Tax brackets busted open — the raise myth destroyed
- Tips, IRS notices, penalties explained simply