Module 2 · Downloads
Resources
Your Module 2 study materials. Download, print, and keep these handy.
SE Tax Quick Reference Card
Self-employment tax rates, the deductible half calculation, and how business expenses reduce SE tax.
Estimated Tax Payment Worksheet
Simple worksheet to estimate quarterly payments — fill in the blanks for any self-employed client.
Tax Bracket Reference — 2025
All filing status brackets for 2025 with effective rate examples. Print and keep at your desk.
Dependent Question Checklist
Full due diligence checklist for dependent claims.
Filing Status Cheat Sheet
All five filing statuses with qualifying questions and red flags.
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Module 2 Complete
You now understand the vocabulary that trips up most new preparers. You’re ready to start working with real client situations.
Up Next — Module 3
The W-2 Worker
- Reading a W-2 box by box with Amazon Anthony
- Multiple W-2s — what to watch for
- Box 12 codes that matter most
- What changes when the W-2 worker adds a side hustle
- The most common W-2 errors and how to catch them