ACBO 9210: Income Tax Prep: Intro
Stage 3
Yvonne J. Webb
Basic Information
| Number of Outcomes | 4 |
|---|---|
| Number of Outcomes Assessed | 4 |
| Assessment Frequency | Every semester |
| Analysis Frequency | Every year |
| Detail Link | Link |
Course Information
| Number of Course Sections | 1 |
|---|---|
| Number of Instructors | 1 |
Improvement Details
| Details | 1. Revised rubric to describe each outcome in detail as related to each measurement. 2. Added the following additional student outcomes to syllabus: o Identify the major types of federal individual income tax forms and schedules; o Search Internal Revenue Service (IRS) website for forms and publications; o Describe the history and importance of federal income tax; o Describe the types of federal income tax returns; o Determine who is required to file and where to file federal income tax forms; o Determine federal income tax filing status; o Use the federal income tax formula to calculate tax due or refund for individuals; o Determine personal and dependent exemptions; o Identify types of income included and excluded from the individual income tax return; o Calculate Adjusted Gross Income (AGI); o Determine Standard Deductions based on taxpayer(s) filing status; o Itemize deductions on Schedule A; o Calculate taxable income on federal tax forms 1040EZ, 1040A, and 1040; o Determine and total all payments made to IRS, including federal income tax withheld; o Calculate amount due to the IRS or refund owed to the taxpayer on federal tax forms 1040EZ, 1040A, and 1040. 3. Expanded PowerPoint presentation on US taxes. |
|---|
Assessment Methods
| Methods | Upon completion of this course a student will be able to: 1.Determine how federal individual income taxes are calculated. 2.Comprehend published Internal Revenue Service tax forms’ instructions. 3.Describe the process of tax law enactments. 4.Understand how income tax preparers utilize software in preparing tax forms. Methods used to assess the above 4 student learning outcomes include: • completing an Income Tax Preparation Project Rubric of federal income tax problems to demonstrate their ability to prepare income tax returns, including appropriate schedule(s), for single and joint filers using IRS forms 1040EZ, 1040A and 1040 for Tax Year 2013; • observing individual student during tax return preparation practice; • evaluating student attendance and participation. |
|---|
Assessment Data Discussion and Analysis
| Term | Spring 2014 |
|---|---|
| How and With Whom | Through face-to-face meetings I shared and discussed my data with students and faculty within our department and from other colleges. |
| Number Assessed | 12 |
| Data Summary | • 33% of students (12 out of 36 students) completed and submitted all assignments demonstrating their ability to prepare IRS Tax Forms. • 63% or 23 students received a letter grade or SP; 33% received an “A”. • 61% or 22 student’s attendance was at least 80% or 12 hours of this 15 hour course. |
| Planned Improvements | No answer |
| Program Review Link | No answer |
Future Plans
| Term | Spring 2015 |
|---|---|
| Activities | Analysis and discussion of assessment data and next steps |
| Details | Collaboration and discussion among instructors teaching income tax preparation in regards to assessment methods and related learning outcomes. |
| Highlights | No answer |