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Introduction Section
• Important due dates
• What's new for 2007
• State and federal differences
• Scope of VITA/TCE
• General filing requirements
• Filing requirements for most clients
• Children under 14 with more than $1,700 investment
• Deceased taxpayers
• Rounding
• California income tax returns
• Which return to use - the 540 2EZ, 540A, or 540
General Information
• Name and address
• Social security number
• Filing status
• Claimed as a Dependent
• Exemptions
• Income Adjustments
• Standard and itemized deductions
• Tax and credits
• Refunds and payments
• Signing the return
• Quality review checklist
• Assembling the return
• Give the return to your clients
Form 540 2EZ
• Before you begin
• Step 1 - Name and address
• Step 1a - Social security numbers
• Step 2 - Filing status
• Step 3 - Exemptions
• Step 5 - Overpaid tax/tax due/usetax
• Step 6 - Contributions
• Step 7 - Refund or no amount you owe
• Assembling the return
• Step 4 - Taxable income and credits
• Tax tables (single)
• Tax tables (married filing jointly or qualifying widow(er)
• Tax tables (head or household)
• Form 540 2EZ problem 1
• Form 540 2EZ problem 2
• Form 540 2EZ
Form 540 A
• Before you begin
• Step 1 - name and address
• Step 1a - Social security numbers
• Step 2 - Filing status
• Step 3 - Exemptions
• Step 4 - Taxable income
• California income adjustments
• Step 5 - Tax credits
• Step 6 - Overpaid tax or tax due
• Step 7 - Contributions
• Step 8 - Refund or amount you owe/ direct deposit
• Step 9 - Sign here
• Quality review checklist
• Form 540A problem 1
• Form 540A problem 2
• Form 540A
Form 540
• Before you begin
• Step 1 - Name and address
• Step 2 - Filing status
• Step 3 - Exemptions
• Step 4 - Taxable income
• Schedule CA (540) part 1 section A
• Schedule CA (540) part 1 section B
• Schedule CA (540) part 2 itemized deductions
• Step 5 - Tax
• Step 6 - Special credits and nonrefundable renter'
• Step 7 - Other taxes
• Step 8 - Payments
• Step 9 - Overpaid tax or tax due
• Step 10 - Contributions
• Step 11 - Refund or amount owed
• Step 12 - Interest penalties
• Step 13 - Direct deposit
• Sign here
• Quality review checklist
• Form 540 problem 1
• Form 540 Problem 2
• Form 540
Contribution Funds
• Contribution Funds
Volunteer Procedures
• Volunteer Procedures
Tax Tables
• Tax Tables
Take Final Exam
Download Volunteer Reference Manual


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