IRS Form 1040-ES | OSS TAX Training Experience

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OSS TAX TRAINING EXPERIENCE

Module 1.1 — Start Here: Welcome to the Program

Start Here: Welcome, To-Do List & Onboarding
Tax Professional Startup To-Do List
Live Training and Bootcamp Registration Required

Module 1.2 — Program Overview & Introduction

Training Program Disclaimer
Welcome to ERO Software Support!
ERO Software Support Website

Module 1.3 — New ERO Starting Welcome Message

Welcome to ERO Support — Getting Started
EXAMPLE WELCOME EMAIL FOR PARNTERS

Module 1.4 — Tax Professional Onboarding

ERO Foundations
ERO Onboarding Training
EFIN Registration
PTIN Registration
LLC Business Formation
EIN (Employer Identification Number)
Business Bank Account Setup

Module 1.5 — ERO Success Framework

ERO Software Support Onboarding Checklist
Account Setup Instructions
Important Contact Information

Module 1.6 — 7-Step Tax Business Startup Guide

Onboarding Steps for ERO Software Support
Account Setup Instructions
Electronic Filing Identification Number
Employer Identification Number
How to Apply for an LLC
How to Obtain Your PTIN

Module 1.7 — Office Setup Checklist

Office Setup Checklist for Tax Professionals

Module 1.8 — Setting Income Goals

Income Goals for Tax Season

Module 1.9 — Key Contacts + Fee Structure Setup

Suggested Tax Preparation Fees
Important IRS Contact

Module 1.10 — Tax Professional Support

Tax Professional ERO Support

Module 1.11 — Weekly Team Training

Weekly Training Center

Module 2.1 — Core Tax Education Fundamentals

Tax Education - What is Circular 230?
Filing Status and IRS Required Documentation
Overview of the Tax System
Taxpayer Information and Filing Status
Taxpayer Information and Filing
Standard Deduction vs. Itemized Deductions
2026 Tax Brackets & Standard Deductions
Tax Software and Technology (2026 Guide)
Ethics and Professional Standards
Practice Scenarios and Case Studies
Tax Deductions Made Simple
Record Keeping and How to Prepare
IRS Required Documentation for Income
IRS Required Documentation
Making Quarterly Estimated Tax Payments
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Additional Child Tax Credit (ACTC)
Household Employee Wages
IRS Payment Plans (Installment Agreements)
Tax Exemptions: A Simple Guide
Tax Deductions: A Detailed Guide With Examples
Tax Filing Deadline
Tax Extensions: What You Need to Know
Itemized Deductions: What You Need to Know
Capital Gains
Ordinary Gains
Alternative Minimum Tax (AMT)
Deadline Filing Penalties: What You Should Know
Understanding FICA: What You Need to Know
Roth IRA
Understanding Traditional IRAs
Understanding Tax Evasion
Understanding Tax Avoidance
How to Report Rental Property Income
Educator Expense Deduction
Estimate Tax Payments: What You Need to Know

Module 2.2 — Most Common Tax Forms

IRS Form 1040 — Detailed Explanation with Example
IRS Form 1040X — Detailed Explanation With Example
IRS Forms W-2 and W-4
What is a W-2G Form?
IRS Form W-2PR — Puerto Rico Wage
IRS Form 1040-ES
IRS Form 2441 — Child and Dependent Care Credit
What is a 2106 Employee Business Expense Form?
What is a Schedule A Form?
What is a Schedule B Form?
Schedule C: Profit or Loss From Business
Schedule D: Capital Gains and Losses
Schedule E (Form 1040)
Schedule F: Farming Income and Expenses
Schedule H (Form 990):Community Benefit Reporting
Schedule K and Schedule K-1: Partnership Income
What is Form 8862?
What is Form 8863?
Form 8812: Additional Child Tax Credit (ACTC)
Form 8879 – IRS e-file Signature Authorization
Form 8867 – Paid Preparer’s Due Diligence
Form 8949–Sales and Other Dispositions of Capital
Earned Income Credit (EIC) IRS Checklist
Understanding IRS Form 1095-A
What is Form 1098-E?
Form 1098-T: Tuition Statement
Form 1098 – Mortgage Interest Statement
Form 1099-C: Cancellation of Debt (COD)
Form 1099-SSA (Social Security Benefit Statement)
Form 1099-INT: Interest Income Explained
Form 1099-G: Government Payments Explained
Understanding Form 1099-NEC
Understanding Form 1099-MISC
Form 1099-DIV: Dividends and Distributions
Form 1099-K: Payment Card
Form 4852: Substitute for Missing W-2 or 1099-R
Form 4868: Application for Automatic Extension
Form 5405: First-Time Homebuyer Credit
Form 5695 – Residential Energy Credits (Form 1040)
Form 9465 – Installment Agreement Request
What Is Form 941?
State Income Tax vs. Federal Income Tax

Module 2.3 — Self-Employment Taxation (Intro)

Introduction to Self-Employment Taxation
Self-Employment Tax Basics
Self-Employment Income
Filing Requirements
Self-Employed Individuals: Tax Tips and Strategies
Common Tax Issues for Self-Employed Individuals
Self-Employment Reconstruction
Self-Employment Reconstruction
Self-Employment Without Documentation
Tax Law Changes and Emerging Trends
Self-Employment Required Documentation
Self-Employment Business Mileage
2026 Tax Deduction Cheat Sheet
Case Studies and Practical Examples
Key Takeaways on Self-Employment Tax

Module 2.4 — Depreciation + Filing Fundamentals

Introduction to Depreciation
Methods of Depreciation (Made Easy)
Depreciable Basis and Useful Life (Made Easy)
Depreciation Explained (Simple but Detailed)
Understanding Depreciation Recapture
Bonus Depreciation and Section 179 Deduction
MACRS Depreciation Tables Made Easy
Depreciation for Real Estate
Depreciation Strategies and Planning
Reporting Depreciation on Tax Returns

Module 2.5 — Client Intake Process (Step-by-Step)

The Importance of Client Due Diligence
The Importance of Client Forms in Tax Preparation
Client Interview Questions:
Interview Questions
How to Create an Effective Client Intake Process
Filing with Your Tax Office

Module 2.6 — How to Schedule Appointments

How to Schedule Client Appointments
How to Schedule and Host a Virtual Client Appointment
How to Answer Common Client Questions

Module 2.7 — Customer Service + SOPs + Workflow

Why You Need SOPs
Why Looking Professional Online Matters
How to Build Strong Systems and Processes
How to Communicate Tax Preparation Fees to Clients
How to Build Strong Long-Term Client Relationships
Why You Need an Online Tax Process Checklist
Why Creating an Online Process
After the Client Interview
Why Collecting Client Data Forms Is Important
Why This Is Important
Creating an effective 7-Step Office Success System
The Purpose of a Compliance Folder
Why This is Important

Module 2.8 — Practice Tax Returns (Video Training)

Single Tax Practice Return
Head of Household Practice Tax Return
Married Filing Jointly Practice Tax Returns
Married Filing Separately Tax Returns

Module 2.9 — Client Refund Process

Issuing Refund Checks & Managing Disbursements
Tips and Strategies for Effective Client Follow
Client Communication During

Module 2.10 — Tax Education Chart

Tax Education Charts

Module 3.1 — WISP Introduction + Setup

Written Information Security Program (WISP)

Module 3.2 — Lead Pro Giant CRM

What is a CRM?
How to Schedule a Demo of the CRM?
Plan Options to Get Started

Module 3.3 — Marketing for Tax Professionals

Understanding Different Tax Marketing Seasons
How to Become a Successful Tax Professional
How to Create Target Audience for Tax Business
Effective Marketing Strategies for Business Gr.
How to Effectively Market Your Tax Business
How to Market Your Tax Business Using Flyers
How to Set Appointments Offline
How to Market Your Tax Business on Social Media
What Message Do You Want to Send to Your Audience
Why Social Media Marketing Matters
How to Introduce Your Tax Business to Family and Friends
How to Brand Yourself on Social Media
What Should I Post on social media?
What Is an Effective Social Media Posting Schedule
How to Effectively Introduce Yourself to Clients
Social Media to Help You Become More Efficient
How to run ads on Facebook and Instagram
How to Gain Clients Through “Shout Out” Ads
How to Gain Clients Through “Tap Rooting”
Helpful Tips for Growing Your Business
How to Market Your Business in a Facebook Group

Module 3.4 — Yard Signs + Flyers

Yard Sign Marketing Instructions
Dependents Yard Sign Instruction Update
General Tax Clients yard sign

Module 3.5 — Client Data Form

Client Data Forms for Tax Professionals

Module 3.6 — Tax Office Flyer for Social Media

TAX FLYER FOR SOCIAL MEDIA
MARKETING FLYERS
Social Media Flyers for Instagram & Facebook

4.0- Tax Pro Video Resource Library

Starting a New Return Video
Software Navigation Options Video
Basic Income Navigation Video
Creating a W-2 Video
Schedule C Video
EIC Checklist Video
Client Search Video
E-file Process Video
Rejected Returns Video
Amendment Tax Returns Video
Pre-ack Advance Video

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IRS Form 1040-ES

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