---
title: Chartered Tax Professional with Microsoft Excel
description: Master tax preparation and Excel skills with our online course. Get ready for the IRS SEE and MOS Expert certification.
image: https://aspire.loyola.edu/hubfs/ASPIRE%20Assets/Icons/Finance%20and%20Accounting.png
---

[Home](https://aspire.loyola.edu/?hsLang=en) [Categories](https://aspire.loyola.edu/products?hsLang=en) Business [Chartered Tax Professional with Microsoft Excel](https://aspire.loyola.edu/products/2463529343#)

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# Chartered Tax Professional with Microsoft Excel

#### $2,458

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#### [ Professional Credits: ](https://aspire.loyola.edu/credit_terminology?hsLang=en)

CEU: 25

#### $2,458

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![](https://aspire.loyola.edu/hubfs/ASPIRE%20Assets/Icons/Completion.png)

Completion Time

250 hours

![](https://aspire.loyola.edu/hubfs/ASPIRE%20Assets/Icons/Access%20time.png)

Access Time

548 Days

![](https://aspire.loyola.edu/hubfs/ASPIRE%20Assets/Icons/Outcome.png)

Outcome

Industry Certification

![](https://aspire.loyola.edu/hubfs/ASPIRE%20Assets/Icons/Language.png)

Language

English

![](https://aspire.loyola.edu/hubfs/ASPIRE%20Assets/Icons/Training%20level.png)

Training Level

Beginner

#### Delivery Information:

Online Asynchronous Self-paced

#### Description

Come tax season, chartered tax professionals need to use tools like Microsoft Excel to prepare taxes. This fully online course will teach you how to prepare individual tax returns for almost all U.S. taxpayers and best practices for using Excel. After successfully completing this course, you will be qualified to prepare individual tax returns and be ready to sit for the IRS Special Enrollment Examination (SEE). You will also be prepared to pass the Microsoft Office Specialist (MOS) Expert certification exam for Excel.

#### Learning Outcomes

 What you will learn:

- To create, modify, and manage Excel workbooks
- To create pivot tables and charts
- Master preparing taxes for individuals, small businesses, partnerships, and sole proprietorships
- Prepare for the IRS Enrolled Agent exam
- Practice and work as a qualified tax professional
- Learn how to prepare tax returns for all individual U.S. taxpayers
- Understand the ethical responsibilities of tax professionals

How you will benefit:

- Become a certified Microsoft Office Specialist (MOS) Expert in Excel
- Start working and earning money after completing the first two modules of the course
- Develop a professional vocabulary and the communication skills required to flourish in the accounting world
- Become qualified to prepare taxes for a variety of tax-holders and small companies
- Possess the necessary knowledge and skillset required to pass the IRS Enrolled Agent exam

#### Additional Information

**

 Attention California Residents:

If you live in California and plan to become a preparer of Federal and/or state income tax returns, you must meet the requirements of the California Tax Education Council (CTEC) to become licensed to practice as a California Tax Preparer. In that case, you should instead take the Chartered Tax Professional for California Residents course, which will enable you to meet the CTEC requirements while also earning your professional CTP designation.

Attention Oregon Residents:

This course is not suitable for Oregon residents.

#### Requirements

**

##### Technology Requirements

Hardware Requirements: This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements: Software must be installed and fully operational before the course begins.

- PC: Windows 8 or later.
- Mac: macOS 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible. Cookies and JavaScript must be enabled
- The latest Adobe Reader/Acrobat Reader ( free download available at https://get.adobe.com/reader/ )
- Any modern Office suite: Microsoft Office, Apple iWork, OpenOffice, or LibreOffice

Other:

- Reliable internet connection. Broadband cable or highspeed DSL is recommended for optimal experience.
- E-mail account (to be able to register and to receive e-mail from the course system regarding registration, course status, etc.)

##### Prerequisites

A high school diploma or equivalent is a prerequisite for this course. Accounting and specific math skills aren't required, just the aptitude to work with numbers and people and to read and interpret the tax laws.

If you are taking this course to begin a career in taxation you will need to meet the following requirements:

- Complete Comprehensive Tax Course (located within the course)
- Register with the IRS and get a PTIN
- Begin preparing tax returns as a tax preparer

#### Enroll My Team

**

Are you looking to enroll your team in this training Course? You Can:

##### Option 1

Click "Add to Cart" and then update the number of seats you'd like to purchase in yout cart.

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##### Option 2

Contact us to explore enrollment options, including potential discounts!

[Contact Us](https://aspire.loyola.edu/individuals-contact-form?hsLang=en)

### $2,458

##### Start Today!

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