US Tax Compliance

Course Instructor Content Admin

₹50000.00

To enroll in this course, please contact the Admin

Course Overview

Schedule of Classes

Course Curriculum

2 Subjects

Diploma in US Tax Compliance

1 Exercises • 371 Learning Materials

Point of Contacts & Services

How to Book a meeting with Course Anchor

Course Guidelines

Refund Policy

PDF

Course completion criteria for 6 month courses

PDF

August 2023 Batch (Recording of live classes)

Onboarding Session August 2023 Batch 21.08.2023

External Link

Introduction to Federal and State Taxes 27.08.2023

External Link

Type of taxes- Income tax and Payroll 31.08.2023

External Link

Type of taxes- Sales Tax, Excise, Property Tax, Estate tax and their provisions - Part 1 07.09.2023

External Link

Individual Income Tax 14.09.2023

External Link

Individual Income Tax 21.09.2023

External Link

Schedule B, C and D 28.09.2023

External Link

Schedule E and other incomes 05.10.2023

External Link

Schedule F and other incomes 12.10.2023

External Link

Above the line Deduction 19.10.2023

External Link

Standard and Itemised Deductions 26.10.2023

External Link

Tax Calculations and Tax Credits 02.11.2023

External Link

Tax Credits - part 2 16.11.2023

External Link

Practical Session - Form 1040 Conducted by Sagar Bajaj 22.11.2023

Video

1:24:4

Practical Session - Form 1040 Conducted by Sagar Bajaj 29.11.2023

Video

1:39:23

Gain and losses from business property Conducted by Sagar Bajaj 06.12.2023

Video

2:054

Business Entity Structures Conducted by Sagar Bajaj 13.12.2023

Video

1:30:27

Practical Session - Form 1040 Conducted by Sagar Bajaj 03.01.2024

Video

1:20:49

Taxation of C-Corporation Conducted by Sagar Bajaj 10.01.2024

Video

1:1:4

Form 1120 Conducted by Sagar Bajaj 17.01.2024

Video

1:6:36

Income for corporations part 1 Conducted by Sagar Bajaj 24.01.2024

Video

1:10:50

Income for corporations part 2 Conducted by Sagar Bajaj 31.01.2024

External Link

Ordinary deductions Conducted by Sagar Bajaj 07.02.2024

Video

41:4

NOL and special deductions Conducted by Sagar Bajaj 14.02.2024

Video

19:53

Schedule M1, M2, M3 Conducted by Sagar Bajaj 21.02.2024

Video

57:50

Tax Computation Conducted by Sagar Bajaj 28.02.2024

Video

1:4:42

Corporate earning and distribution, liquidation and reorganisation 06.03.2024

Video

1:8:19

Software training for corporations Conducted by Sagar Bajaj 13.03.2024

Video

1:4:52

Software training for corporations Conducted by Sagar Bajaj 20.03.2024

Video

1:5:28

S-Corporations: tax structure Conducted by Sagar Bajaj 27.03.2024

Video

54:56

Incomes: 1120-S Conducted by Manobhav Verma 10.04.2024

Video

1:48:45

Incomes: 1120-S - Part 2 Conducted by Sagar Bajaj 24.04.2024

Video

1:10:26

Shareholder basis calculation Conducted by Sagar Bajaj 01.05.2024

Video

1:34:5

Earnings and distributions, and built-in gains tax Conducted by Sagar Bajaj 08.05.2024

Video

49:50

Partnerships tax structure Conducted by Sagar Bajaj 15.05.2024

Video

51:11

Partner's basis and Partnership distributions Conducted by Sagar Bajaj 22.05.2024

Video

1:1:17

Federal and State Taxes for Individuals, employees and Sole Proprietors

Introduction to Federal and State Taxes in the US

PDF

Types of Taxes: Part - 1 Income Tax and Payroll Tax

PDF

Types of Taxes: Part - 2 Sales Tax and Property Tax

PDF

Types of Taxes: Part - 3 Excise tax, estate tax and gift tax

PDF

Types of Taxes: Part - 4 Federal corporate tax and state franchise tax

PDF

Tax Computation

PDF

Children and Relative Deductions

PDF

Tax Structures in the United States Part - 1 Progressive Tax System

PDF

Tax Structures in the United States Part - 2 Regressive Tax System

PDF

Tax Structures in the United States Part - 3 Flat Tax System and State and Local Tax Structure

PDF

Business Deductions Calculation Part - 1

PDF

Business Deductions Calculation - Part 2

PDF

Qualifications for deductions - Part 1

PDF

Qualifications for deductions - Part 2

PDF

Qualifications for deductions - Part 3

PDF

Qualifications for deductions - Part 4

PDF

Qualifications for deductions - Part 5

PDF

Qualifications for deductions - Part 6

PDF

Qualifications for deductions - Part 7

PDF

Qualifications for deductions - Part 8

PDF

Qualifications for deductions - Part 9

PDF

Qualifications for deductions - Part 10

PDF

Qualifications for deductions - Part 11

PDF

Qualifications for deductions - Part 12

PDF

Qualifications for deductions - Part 13

PDF

Qualifications for deductions - Part 14

PDF

Qualifications for deductions - Part 15

PDF

Qualifications for deductions - Part 16

PDF

Medical Expenses

PDF

FICA and Self-Employment Taxes

PDF

FICA and Self-Employment Taxes

PDF

Capital Gains and Losses

PDF

Qualified Business Income Deduction (Form 8995)

PDF

Gains and Losses from Business Property

PDF

Depreciation and Amortization

PDF

MACRS (Modified Accelerated Cost Recovery System)

PDF

Above-the-Line Deductions

PDF

Method of Calculation of Tax in the US - Part 1

PDF

Method of Calculation of Tax In The U.S. - Part 2

PDF

Individual Income Tax Forms

Introduction to Individual Tax Forms

PDF

Form 1040: U.S. Individual Income Tax Return

PDF

Form 1040-SR: U.S. Tax Return for Seniors

PDF

Form 1040-ES: Estimated Tax for Individuals

PDF

Form 8917: Tuition and Fees Deduction

PDF

Form 1040-X: Amended U.S. Individual Income Tax Return

PDF

Form 1040-V: Payment Voucher

PDF

Form 8862: Information To Claim Certain Credits After Disallowance

PDF

Form 8889: Health Savings Accounts (HSAs)

PDF

Introduction to Schedules for Form 1040

PDF

Schedule 1: Additional Income and Adjustments To Income

PDF

Schedule 2: Additional Taxes

PDF

Schedule 3: Additional Credits and Payments

PDF

Schedule A: Itemized Deductions - Part 1

PDF

Schedule A: Itemized Deductions - Part 2

PDF

Schedule B: Interest and Ordinary Dividends

PDF

Schedule C: Profit or Loss from Business (Sole Proprietorship) - Part 1

PDF

Schedule C: Profit or Loss from Business (Sole Proprietorship) - Part 2

PDF

Schedule D: Capital Gains and Losses - Part 1

PDF

Schedule D: Capital Gains and Losses - Part 2

PDF

Schedule E: Supplemental Income & Loss (Rental Real Estate, Royalties, Partnerships, etc.) - Part 1

PDF

Schedule E: Supplemental Income & Loss (Rental Real Estate, Royalties, Partnerships, etc.) - Part 2

PDF

Schedule F: Profit or Loss from Farming

PDF

Schedule H: Household Employment Taxes

PDF

Business Entity Structures in the US

How to choose the right forms of Business Organization

PDF

Incorporation in Delaware

PDF

Federal and State Taxes for Corporations

Part 1 - Introduction to Tax Entity Choice and Classification

PDF

Part 2 - Introduction to Tax Entity Choice and Classification

PDF

Part 1 - Corporate Taxes

PDF

Part 2 - Corporate Taxes

PDF

Alternative Minimum Tax Liability

PDF

Deductions (Part-I)

PDF

Deductions (Part - II)

PDF

Part 1 - Dividends

PDF

Part 2 - Dividends

PDF

Formulas for Calculating Income Tax

PDF

Part 1 - Organizational Expenditures

PDF

Part 2 - Organizational Expenditures

PDF

Part 1 - Property distributions

PDF

Part 1 - Profits and Loss Calculations

PDF

Part 2 - Profits and Loss Calculations

PDF

Part 1 - Regular Corporate Tax Liability

PDF

Part 2 - Regular Corporate Tax Liability

PDF

Penalties on Tax Accumulations

PDF

Introduction to tax-exempt and non-profit organizations

PDF

Form 990 Series: Return of Organization Exempt from Income Tax

PDF

US Corporation Income Tax Returns Form 1120

PDF

Form 1120-W: Estimated Tax for Corporations

PDF

Form 1023: Application for Recognition of Exemption under Section 501(c)

PDF

Form 7004: Application for Automatic Extension of Time

PDF

Introduction to Employment and Payroll Tax Forms

PDF

Employment and Payroll Tax Forms

PDF

Introduction to Pass-Through Entities

PDF

Tax Year Calculation and Accounting Methods for Partnerships

PDF

Ordinary Deductions

PDF

NOL and Special Deductions

PDF

Corporate Earning and Distribution, Liquidation and Reorganization

PDF

Schedules M1, M2 and M3

PDF

Research and Development (R&D) Tax Credits

PDF

Quickbooks

Introduction to QuickBooks

PDF

Using QuickBooks Online Accountant

PDF

QuickBooks Financial Statements

PDF

QuickBooks Integrations

PDF

How to use Quickbooks to get started with US Accounting and Bookkeeping work

PDF

Federal and State Taxes for Pass-Through Entities

Part 1 - Estate, Gift, and Trust Tax Forms

PDF

Part 2 - Estate, Gift, and Trust Tax Forms

PDF

Part 3 - Estate, Gift, and Trust Tax Forms

PDF

Form 1099 Series and Form 1096

PDF

Form 1120-S: U.S. Income Tax Return for an S-Corporation

PDF

Form 1065 U.S. Return of Partnership Income

PDF

Penalties and Punishments

PDF

Special Taxes

PDF

LLC Election

PDF

Form 1098 Series

PDF

LLP Taxation Structures

PDF

Shareholder Basis Determination and Limitations on Losses

PDF

Everything you need to know about Family Partnerships

PDF

S-Corporation Tax Structure

PDF

Partners Basis and Distribution

PDF

Tax Manuals and Checklists

How to fill out Form 8949: Sales and Other Disposition of Capital Assets

PDF

How to fill out Schedule D for Capital Gains and Losses

PDF

Manual for Opening a Mercury Account

PDF

Manual on How to fill out Form 8995: Qualified Business Income Deduction

PDF

How to apply for a Tax Residency Certificate in the U.S.

PDF

How to fill out Form 5472

PDF

Methods for filing your tax returns with the IRS (Form 1040 and Form 1120)

PDF

How to apply for a Tax Residency Certificate in the U.S.

PDF

Form 1023, Application for Recognition of Exemption Under Section 501(c)(3)

PDF

Templates

No PE Declaration Form

application/vnd.openxmlformats-officedocument.wordprocessingml.documentapplication/vnd.openxmlformats-officedocument.wordprocess

Template for By-Laws Nonprofit Nonstock Corporation (DE)

Audio

Template for Plan of Conversion and how to fill out a Certicate of Conversion

Audio

Template on Proposal for Claiming Tax Benefits through the R&D Tax Credit

Audio

IRS letter to request first time penalty abatement

Audio

Template - Non-Profit Conflict of Interest Policy

Audio

Template - By-Laws Nonprofit Nonstock Corporation (DE)

Audio

Class Material

Practical session material for Tax Computation and Tax credits for individuals

PDF

2024 General Instructions for Forms W-2 and W-3

PDF

Practical Session Material for Schedule b to f

PDF

C-Corp Practice Session

Audio

LS Working (Qualified Business Income Deduction)

PDF

Practical scenario: Software training for Corporations

Audio

Source of distribution

Image

Incomes for Form 1120-S

PDF

Extra material for Gains and Losses from Business Property

PDF

PPT - MACRS Depreciation Working

PDF

Business Entity Structures extra material

PDF

Working 30.5 C Corp

PDF

C-Corp compliance Working 6.6

PDF

C-Corp - Income Part 1 - Working 20.6

PDF

Income for Corporations (Workings Class material) - Part 2

PDF

US Tax intro material

PDF

C-Corp - Deductions Part 2 material

PDF

C-Corp - Deductions Part 2 Working 25th July24

PDF

US Tax intro Working 26th July24

PDF

Schedule M1, M2 and M3 working 1st Aug

PDF

Types of Taxes part 1 Working 2.8.24

PDF

Types of Taxes part 1 Class material

PDF

C-Corp - Tax Computation Working 8th Aug

PDF

Class notes for Individual Income Tax part1 9th Aug24

PDF

Class notes for Individual Income Tax part 2 16th Aug24

PDF

Depreciation and Amortisation - May SA batch 10_09_24 working

PDF

S-Corporation - Nov23 batch 12.09.2024 Class material

PDF

S-Corporation - Nov23 batch 12.09.2024 working

PDF

Incomes for Form 1120-S - Nov23 batch 19.09.24 Class material

PDF

Incomes for Form 1120-S - Nov23 batch 19.09.24 Working

PDF

S-Corporation Shareholder basis class material - Nov23 batch 03.10.24

PDF

Earnings and distributions, and built-in gains tax (Nov23) 10.10.24

PDF

Working Earnings and distributions, and built-in gains tax (Nov23) 10.10.24

PDF

Partnership 1065 Nov23 17.10.2024

PDF

Working - Partnership 1065 Nov23 17.10.2024

PDF

Partnership Basis (Nov23) 24.10.24

PDF

Working - Partnership Basis (Nov23) 24.10.2024

PDF

Class material - C-Corp - Income Part 1 May24 29 10 2024

PDF

C - Corp - Income Part 2 May 24 (05.11.2024)

PDF

Partnership Basis Distribution of Multiple Assets Nov 23 06.11.2024

PDF

Working - Partnership Basis Distribution of Multiple Assets Nov23 (06.11.2024)

PDF

Class material - C-Corp - Deductions Part 1 May24 19.11.24

PDF

Class material - C-Corp - M1 M2 M3 May24batch 03.12.24.pdf

PDF

Class material - Form 1120 May24batch 03.12.24.pdf

PDF

Class material - Form 1120 Schedule M-3 May24batch 03.12.24

PDF

Class material - US TAX Income & Payroll Tax US 17.12.24

PDF

Class material - C-Corp compliance Jul24batch 10.01.2025

PDF

Working - C Corp 1120 July24batch 10.01.2025

PDF

Class material - C-Corp Earnings, Distributions & Liquidation May24batch 14.01.25

PDF

Class material - S-Corporation May24batch 11.02.25

PDF

Class material - S-Corporation Shareholder basis May24batch 18.02.25

PDF

Class material - Partnership 1065 May24batch 11.03.25

PDF

Class material - Partnership Basis May24batch 18.03.25

PDF

PPT

PPT - Form 1040 Basic

PDF

PPT - Gross Income - Schedule C and D

PDF

PPT - Gross Income - Schedule E

PDF

PPT - Gross Income - Schedule F and other

PDF

PPT - Above the line Deductions

PDF

PPT - Deductions from AGI

PDF

PPT - Taxes and Tax Credits

PDF

PPT - Business Entity and State Selection in the US

PDF

PPT - C-Corporations

PDF

PPT - C-Corp compliance

PDF

PPT - C-Corp - Income Part 1

PDF

PPT - C-Corp - Income Part 2

PDF

PPT - C-Corp - Deductions Part 1

PDF

PPT - C-Corp - Deductions Part 2

PDF

PPT - C-Corp - M1 M2 M3

PDF

PPT - C-Corp - Tax Computation

PDF

Practical Session Material for Schedule b to f

PDF

PPT - C-Corp Earnings, Distributions & Liquidation

PDF

PPT - S-Corporation

PDF

PPT - Capital Gains & Losses

PDF

PPT - Gains & Losses From Business Property

PDF

PPT - S-Corporation Shareholder basis

PDF

PPT - Amortization and Depreciation

PDF

PPT - Depreciation Working

PDF

PPT - S-Corporation Earnings and Distributions

PDF

PPT - Partnership

PDF

Business Entity and State Selection in the US - 2

PDF

PPT - US Taxation - Introduction

PDF

PPT - Partnership Basis

PDF

PPT - US Tax income and payroll

PDF

PPT - C-Corporations

PDF

PPT - C-Corporation – Form 1120

PDF

PPT - Individual Income Tax Return

PDF

PPT - FICA and Self Employment Taxes

PDF

PPT - MACRS - Modified Accelerated Cost Recovery Systems

PDF

Final Test

Exercise

Guest Lecture

30 Learning Materials

Guest Lectures

Topic - Financial Risk focusing on credit risk mitigation 23.11.2024

External Link

Freelancing work from LinkedIn 25.11.2023

External Link

How to Build High-Converting Sales Funnels 30.11.2024

Video

1:43:10

How to Market Your Product/Service on Google 07.12.2024

Video

2:12:1

How to Market Your Product/Service on Google - PART 2 15.12.2024

External Link

Guest Lecture - Foreign Exchange management -Yen carry trade 16.12.2024

Video

2:1:44

PPT

Financial Risk Management: Overview 23.11.2024

PDF

Google Ads - I 07.12.2024

PDF

Freelancing to Business Growth: Mastering Upwork and Other Opportunities

PDF

Yen Carry Trade (16/12/2024- 8-10 pm)

Yen Carry Trades

Audio

Yen Carry Trade

PDF

PPT - Yen Carry Trade

PDF

foreign exchange

PDF

foreign exchange 1

PDF

foreign exchange 2

PDF

foreign exchange 3

PDF

foreign exchange 4

PDF

foreign exchange 5

PDF

foreign exchange 6

PDF

foreign exchange 7

PDF

Ratio Analysis for Loans Underwriting - Guest Lecture 13.01.2025

Ratio Analysis

Audio

Ratio Analysis - Excel Template

Audio

Asian Paints Financial Statements - Summary

Audio

Freelancing to success - 08.02.2025 (Shruti Rajput)

Graphic Designer I YouTuber I Freeleancer

PDF

Indirect Taxes: Understanding GST in India & Its Impact on International Trade (Prateek Jotwani) 10.02.2025

Good and Service Tax

PDF

PPT - GST Detailed Presentation

PDF

Private Credit: Opportunities and Challenges 23.02.2025

Private Credit Markets: Opportunities and Challenges

PDF

Building a Strong Brand Story - Insights from Zoho 20.03.2025

PPT - Building a Strong Brand Story - Insights from Zoho

PDF

AI in Finance (Ritu Maheshwari) 29.03.2025

Blind Date with CAGPT Final Version

PDF

AI for Chartered Accountants: Leveraging Technology with CA GPT

PDF

Course Instructor

Content Admin

82 Courses • 145725 Students