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Mastering USA Taxes & Accounting: Individual, Corporate Taxes & Bookkeeping Essentials

Rs. 35,999/

4.8 


About this course

This comprehensive training program is designed to provide you with a solid foundation in U.S.A accounting and taxation, progressing from basic principles to advanced applications. Whether you're an aspiring accountant, a small business owner, or a seasoned professional looking to upgrade your skills, this course offers everything you need to excel.

With hands-on practice in QuickBooks Online (QBO) and QuickBooks Desktop (QBD), you’ll master modern bookkeeping tools and techniques. The course also includes in-depth coverage of U.S.A tax compliance for both individuals and corporations, equipping you with the knowledge to navigate key Internal Revenue Code (IRC) sections and ensure accurate tax preparation.




Topics Covered:

1) Introduction to Bookkeeping

2) QuickBooks Online and Desktop Mastery

3) Full Bookkeeping Cycle

4) Finalizing Books

5) Fundamentals of Individual Taxation

6) Key Tax Forms

7) Corporate Tax Basics

8) Corporate Tax Forms

What You’ll Learn:

- Comprehensive bookkeeping skills Using QuickBooks Online and Desktop

- The full bookkeeping cycle: from transaction posting to finalizing financial statements

- Key principles of U.S.A individual and corporate taxation

- Preparation of essential tax forms for both individuals and businesses



Why Take This Course?

This training bridges the gap between accounting and taxation, empowering you to handle bookkeeping, tax compliance, and financial management tasks with confidence. Whether you’re preparing for a career in accounting or managing your own business, this course equips you with valuable, in-demand skills.



Who Should Take This Course?

- Aspiring Accountants and Bookkeepers

- Accounting Professionals Looking to Enhance Their Skills

- Entrepreneurs and Small Business Owners

- Finance Professionals Focusing on U.S.A Taxation



Prerequisites

This course is suitable for all learners, from beginners to those with prior experience in accounting or taxation. It progresses logically from basic to advanced concepts, ensuring accessibility for all skill levels.



Course Duration in Hours:

90-100 Hours

Course Duration in Month:

4 Months

Class Timings:

3 Hours each on Saturday and Sunday Morning

Next Batch tentative Start Date:

February 15, 2025


Course Content

Units for Individual Taxes:

Unit 1: Basic Information

Get introduced to essential tax concepts and foundational knowledge necessary for understanding U.S.A tax filings.

Unit 2: Filing StatUSA

Learn how to determine the correct filing statUSA and its impact on tax rates and deductions.

Unit 3: Dependency

Understand the rules for claiming dependents and how they affect your tax return and benefits.

Unit 4: Taxable & Non-Taxable Income

Explore the distinction between taxable and non-taxable income and how to properly categorize earnings.

Unit 5: Investment Income & Expense

Master the treatment of investment income, including interest, dividends, and related expenses.

Unit 6: Basis of Asset

Learn how to calculate and understand the basis of assets for tax purposes, including adjustments and depreciation.

Unit 7: Capital Gain/Loss

Understand the concept of capital gains and losses, including the tax implications of asset sales.

Unit 8: Nonrecognition Property Transactions

Explore tax rules for nonrecognition transactions, including exchanges and transfers of property.

Unit 9: Rent & Royalty Income

Learn how to report rental and royalty income, along with deductions and credits associated with them.

Unit 10: Adjustments to Gross Income (AGI)

Master the various adjustments that reduce gross income, affecting your taxable income and overall tax liability.

Unit 11 - Standard Deduction and Itemized Deductions

Learn to differentiate between the standard deduction and itemized deductions, understanding when and how to use each to minimize taxable income. This unit covers eligibility rules, deduction limits, and key expenses like medical, mortgage interest, and charitable contributions.

Unit 12 - Individual Tax Credits

Discover the various tax credits available to individuals, including eligibility requirements and their impact on reducing tax liability. This unit explores credits such as the Earned Income Tax Credit, Child Tax Credit, and education-related credits to help maximize tax savings.

Corporate Taxes:

Module 1: Business Entity Tax Returns

1. Form 1065: U.S.A Return of Partnership Income Overview of Partnerships and Filing Requirements Components of Form 1065 (Income, Deductions, and Schedules) K-1 Forms for Partners

2. Form 1120: U.S.A Corporation Income Tax Return Filing Requirements for Corporations Breakdown of Form 1120 (Income, Deductions, and Taxable Income) Special Considerations for Corporate Taxpayers

3. Form 1120-S: U.S.A Income Tax Return for an S-Corporation S-Corporation Election and Eligibility Differences Between Form 1120 and Form 1120-S Distributing K-1s to Shareholders

Module 2: Employer and Payroll Tax Forms

4. Form 940: Employer’s Annual Federal Unemployment (FUTA) Tax Return Overview of FUTA Tax Obligations Preparing and Filing Form 940

5. Form 941: Employer's Quarterly Federal Tax Return Reporting Employee Wages and Withholding Taxes Calculating Deposits and Payments

6. Form 1095-C: Employer-Provided Health Insurance Offer and Coverage ACA Reporting Requirements for Large Employers Form 1095-C Compliance and Distribution

Module 3: Specialized Tax Forms

7. Form 720: Quarterly Federal Excise Tax Return Types of Excise Taxes and Filing Requirements Completing and Submitting Form 720

8. Form 5471: Information Return of U.S.A Persons with Respect to Certain Foreign Corporations Who Must File Form 5471 Key Information and Schedules

9. Form 5472: Information Return of a 25% Foreign-Owned U.S.A Corporation Filing Requirements for Foreign-Owned Corporations Details Required for Form 5472

Module 4: Individual and Small Business Tax Forms

10. Form 8829: Expenses for Business USAe of Your Home Eligibility and Expense Calculations Simplified vs. Detailed Method

11. Form 8995: Qualified Business Income Deduction Simplified Computation Overview of QBI Deduction Completing Form 8995 for Small Businesses

12. Form 4562: Depreciation and Amortization Deducting Depreciation for Business Assets Section 179 and Bonus Depreciation

13. Form 2553: Election by a Small Business Corporation Filing an S-Corporation Election Deadlines and Implications

Module 5: Financial and Investment Reporting

14. Form 8938: Statement of Specified Foreign Financial Assets FATCA Requirements and Filing Thresholds Reporting Foreign Financial Assets

15. Form 8996: Qualified Opportunity Fund (QOF) Overview of Opportunity Zones Reporting and Compliance for QOF Investments

Module 6: Credits, Refunds, and Special Applications

16. Form 1045: Application for Tentative Refund Filing for Refunds Using Carrybacks Key Deadlines and Processes

17. Form 8881: Credit for Small Employer Pension Plan Startup Costs Eligibility for Startup Plan Credits Claiming the Credit on Tax Returns

18. Form 8832: Entity Classification Election Choosing a Business Entity for Tax Purposes Completing and Submitting Form 8832

Units for Basic Bookkeeping

Unit 1: Fundamentals of Accounting

Understand the core principles and concepts of accounting essential for advanced practices.

Unit 2: Introduction to U.S.A Accounting with QuickBooks Online (QBO)

Gain an overview of U.S.A accounting practices and learn the basics of navigating QuickBooks Online.

Unit 3: Methods of Accounting

Explore cash and accrual basis accounting and understand their application in real-world scenarios.

Unit 4: Transaction Posting in QuickBooks Online

Learn the step-by-step process for recording transactions accurately in QBO.

Unit 5: Reconciliation of Accounts

Master the techniques for reconciling bank accounts, credit cards, and other financial accounts.

Unit 6: Recording of Assets and Loans

Understand how to record and manage fixed assets, liabilities, and loan accounts effectively.

Unit 7: Understanding the Use of Key Accounts

Deepen your knowledge of key account types and their roles in financial reporting and management.

Unit 8: Finalize Books

Learn to finalize books for accuracy, ensuring compliance and readiness for reporting.

Unit 9: Practice Accounts

Apply your skills through hands-on practice with real-world accounting scenarios.