How it Works

Getting Your Tax School Started is Easy…

Become a Licensee:

If you want to use The Income Tax School tax training materials to run live or online tax classes to recruit and train tax preparers, you must become a tax school licensee and sign our license agreement. This agreement simply states that you are using the tax training materials to train tax preparers for your own office(s) and that you will not reproduce, copy or misuse any of the materials.

What you need your first year as a tax school licensee:

1. A New Operator’s Kit and License, which includes the Operations Manual for the tax school. This manual will explain how to plan, organize and administer your income tax school successfully. In future years, you just need a renewal license.
2. Check with your state about any requirements there may be for running a school.
3. Determine what tax course(s) to teach: We offer beginner, intermediate and advanced income tax courses. Your course selections may be determined by the most common type of tax returns you prepare in your offices. For instance, if you prepare mostly RAL returns, you may want to start with our Basic Income Tax Course.
4. Decide how many students you plan to teach so you can determine the size kit(s) you will need. We have three, five and ten-student kit sizes available.
5. Determine whether to teach live in a traditional classroom, or online: Licensees can also mix a kit, with some students learning in a classroom setting and some online. This is a great option for students who are unable to attend your live classes. Read about the benefits of both options here.
   1. More about the Online Kits: Online kits are sold to licensees who will be the instructor for their own online students. The user IDs are provided with the kits instead of books for the students. All required materials are available online. Hard copies of books for your online students are available at discounted prices. Discounted book prices are only available for online students with user IDs purchased at the regular price. If you are interested in having a mix of traditional classroom and online please call us at (800) 984-1040 to place a combination order.
6. Consider purchasing marketing materials to promote your tax school: If you are unsure as to what sort of response you will have, you may want to purchase some of our marketing materials first to help promote your upcoming classes. We offer brochures, posters, banners and inquiry and follow-up cards.
7. Additional course materials are available: Once you’ve purchased a kit with us, you may purchase additional manuals for that particular course. For example, if you purchase a 5-student Comprehensive Kit, you may purchase additional instructor and student materials for the Comprehensive course for that tax year. An example of how this is helpful – You order a 5-student kit and have 6 students signed up for your class.
8. Some additional tools we offer that you may find helpful:
   1. We offer transparencies and pens if you are holding a live class and want to use an overhead projector to go over tax returns/assignments – showing how to fill them in, etc.
   2. We also offer answer keys on CD that you can use on a projector to go over tax returns/assignments in class.

Topics in the Operations Manual include:

Placing Your Order…

When you are ready to place your tax school order, you may call us at (800) 984-1040 or place your order online.

If you are teaching taxes to a larger class or multiple classes a volume discount may be available.  Please call us at (800) 984-1040 for our volume discount pricing (25+ students).

Learn what is provided with each tax preparation training kit