Carson Case Study Guide

Upon completion of this case study, you will be able to:

• enter basic data from the Organizer and other source documents
• navigate through the tax system
• review the return using the Tax Forms
• compare your answers to a correctly completed return.

Click here to view and download a PDF of the guide, including the source documents.

Introduction

The Carson case study is designed for someone new to the tax software. The case study steps through the basics of preparing a return using the tax application and teaches many aspects of navigation and review. This training return provides hands-on data entry experience for a variety of tax topics such as entering wages, adding a business, and entering depreciation.

• Carson Tax Return Scenario
  • The Organizer Booklet
  • Items To Note
• Carson Case Study: Screen Components
  • Forms List Window
  • Organizer Screen
  • Tax Forms Screen
• Carson Case Study: Data Entry
  • Organizer Booklet
  • Source Documents
  • Entering Information
    • Basic Return Information
    • Employer Information
    • Wage Income
    • Interest and Dividend Information
    • Capital Gains and Losses
    • Schedule C Business Information
    • Schedule C Business Income and Expenses
    • Mortgage Interest and Real Estate Taxes
    • Charitable Contributions
• Carson Case Study: Reviewing the Return
  • Diagnostics
    • Viewing Diagnostics
    • Suppressing Diagnostics
  • Overrides
    • Clearing Overrides
    • Deleting Overrides
  • Comparison
  • Printing the Carson Return

• Creating Training Returns
• 1040 Carson Case Study Facts (CASCAM)
• Paper Organizer

 

 

 

Case Study Facts/carson_intro.htm/TY2019

Last Modified: 01/28/2020

Last System Build: 06/17/2021

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