ACBO 9210 - Income Tax Prep: Intro - Stage 2 - Yvonne J. Webb
Assessment
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Assessment Description | Student assessments included: 1. 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 2012; 2. observing individual student during tax return preparation practice; 3. evaluating student attendance and participation. |
Learning Outcomes | ALL |
Number of Sections | 1 |
Number of Instructors | 1 |
Number of Students | 28 |
Data Analysis
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Data Summary | 1. 53% (15 out of 28 students) of all students indicated that they are enrolled in a CCSF non-credit certificate program and completed and submitted all assignments demonstrating their ability to prepare IRS tax forms: 1040EZ, 1040A and 1040, and to achieved all student learning outcomes, thereby receiving a letter grade of A. 2. 75% or 21 students received a letter grade or an SP demonstrating that they have achieved 80% of student learning outcomes. 3. 57% or 16 student’s attendance was at least 80% or 12 hours of this 15 hour course. Five (5) students attended at least 10 hours. |
Analysis Summary | I created a rubric setting out the criteria for assessing a student’s abilities to prepare tax returns. Students have achieved higher than 80% the course's student learning outcomes if they prepare a 1040EZ, 1040A and 1040 tax returns, including Schedules A, B, C, D and E, as listed in the project rubric. |
Next Steps Planned | The assessment revealed the need to address more specifically the outcomes for students to describe the process of tax law enactments. By Spring 2014 I plan to: 1. Create a specific tool to assess student comprehension tax law enactments; 2. Create pre and post surveys to assess student income tax knowledge; 3. Create student satisfaction survey administered at the end of the course session. |
Learning Outcomes | Refer to previous answer. |
Changes
Details | Changes I made to this course during Spring 2013 included: 1.Creating a scoring rubric. 2.Creating extensive resources on the “share drive” including: selected tax forms and instructions, PowerPoint presentation on US tax history, practice tax return problems. 3. Updated handouts for tax year 2012 on: 1) tax formula, 2) when to use form 1040EZ, 1040A, 3) types of income tax returns and 4) income: taxable and not taxable. |
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Learning Outcomes | ALL |
Tentative Future Plans
Term | Summer 2013 |
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More Details | 1. Revise Rubric to reflect tax year 2013 and describe in detail each outcome as it relates directly with each measurement. 2. Increase collaboration and discussion with instructors teaching income tax preparation. |
SLO Details Storage Location
- HARD COPY - In my personal filing system (my office)
- ELECTRONIC COPY - In my electronic filing system (hard drive or web server)