New York Chapter Education

January 2018

NY NATP Presents: Basic 1040 & 201 Tax Prep Course

This hands on seminar will provide basic 1040 and New York State tax preparation training to beginning tax preparers, assistants, inputters, office managers and clerical support teams. The seminar will give attendees a better understanding of the inputting process for basic 1040 and NYS tax returns.
This class qualifies for eight (8) CE for NYS CPAs. No Federal CE is offered.

Upon completion of this course, the tax professional will be able to:

  • Determine if a tax return is required
  • Determine the correct filing status
  • Determine when an individual can be claimed as a dependent
  • Properly handle W2 income
  • Properly report interest, dividends and capital gain distributions
  • Calculate taxable social security
  • Properly handle retirement income
  • Prepare a basic Schedule A with common itemized deductions
Who should take this class?
 Assistants & Inputters

Clerical Support

Beginning Tax Preparers

Office Managers

Locations, Dates and Times

Registration starts at 7:30am.  Class is 8am-5pm

Tuesday January 9th, 2018 in ALBANY


10 Ulenski Dr, Albany N.Y. 12205


Wednesday January 10th, 2018 in SYRACUSE

HAMPTON INN-Syracuse/Carrier Circle

6377 Court St Rd, East Syracuse N.Y. 13057


Wednesday January 10th, 2018 in WHITE PLAINS/TARRYTOWN

HAMPTON INN – White Plains/Tarrytown

200 West Main St., Elmsford N.Y. 10523


Thursday January 11th, 2018 In WESTBURY

HAMPTON INN – Westbury

120 Jericho Turnpike, Jericho N.Y. 11753


Friday January 12th, 2018 in BAYSIDE

Adria Hotel & Conference Center Bayside

221-17 Northern Blvd, Bayside N.Y. 11361


Wednesday January 17th, 2018 in BUFFALO

HAMPTON INN – Buffalo Airport

133 Buell Avenue, Cheektowaga, N.Y. 14225


Early Bird $195 until 12/31/17

Regular $210 1/1/18 and after

Text Book $20- Digital text is included in class fee




White Plains/Tarrytown




Registration Form

Prior Education and Events

2017 Essential Annual Seminar Series Multiple dates from October-December Multiple locations
2017 Comprehensive IT-201 Series Multiple dates from October-December Multiple locations
2017 Summer Series July & August Multiple locations
Basic 1040 & 201 Tax Prep Course January 2017 Albany & Jericho