ACBO 9210 - Income Tax Prep: Intro - Stage 2 - Yvonne J. Webb

Assessment

Assessment Methods
  • Assignments based on rubrics (such as essays, projects, and performances)
  • Direct observation of performances, practical exams, group work
Assessment DescriptionStudent 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 OutcomesALL
Number of Sections1
Number of Instructors1
Number of Students28

Data Analysis

Data Shared With
  • Instructors of the same course (at CCSF)
  • Faculty and staff within our department
  • Students
Data Sharing Methods
  • Face-to-face meetings
  • Phone
Data Summary1. 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 SummaryI 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 PlannedThe 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 OutcomesRefer to previous answer.

Changes

DetailsChanges 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.
Learning OutcomesALL

Tentative Future Plans

TermSummer 2013
Activities
  • Assessment (measurement) of outcomes
  • Analysis and discussion of assessment data and next steps
More Details1. 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

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