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nt *

Learning iStrategies lEvaluation objectives | (sRecific processes for I (Ho* will I measure my (what are the i achieving the objectives) | ptogress of the agreed upon educational I I objectives) goals?)
Example*Cash Apply I Evaluate the I supervisorwill determine...,....the concepts inventory... ..and analyze I I accuracy of the inventory report. principles, be specific based on assigned duties. | 1, Order documents in 1. I accordance with where I 1. Reviewer notes and selfclassifying I they are represented I evaluation during return preparation. organizing source I the tax return documents

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audit and

current

Properly and for I preparation

on

2.

Properly
tax

represent information source documents

from information.

I z. caretully I source documents I determine where I information should be I included on the return.

analyzing

to

I z. neviewer notes on tax return I accuracy.

rl f*rrine information 4. Determining

I
|

I S. Excel reconciliations and reviewer between taxable I determine the source and I notes. and non-taxable I characterization of income income on federal I and state returns.
I I

3. Differentiate | 3. Analyze documents

to

complete
preparation of

information required to return,

+.

tax

I provided by client I ensure that it is complete I and compare to I information provided in I prior years.
I of the

to

| 4. Reviewer notes and client I responses.

differing consequences and applications different business entities.

5. Understanding | 5. Research

tax for

business's

and

analysis | 5.

Reviewer notes and prior year comparisons. I

I characteristics of I operation,