course

Auditing the ERO

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New Course
2 Hours (On-Demand)
2 CPE  
Not currently accepting new students

Did you know that the IRS conducts their ERO (Electronic Return Originator) audits right during tax season? Will you be ready for an ERO audit if they call to schedule an appointment the following week or even worse, show up unannounced because of a referral from a disgruntled client or an upset fellow practitioner?

This course looks at the IRS procedures and reviews the actual Internal Revenue Manual in depth. Professor Arthur Reed provides additional insight as to actual audits of practitioners. This course will cover the following topics: Review of the IRS Manual, Hot Topics and Wrap-up.

Learning Objectives
  • Internal Revenue Manual, Section 4.21.1, Monitoring the E-file Program: Types of Visits
  • Internal Revenue Manual, Section 4.21.1, Monitoring the E-file Program: Advertising
  • Internal Revenue Manual, Section 4.21.1, Monitoring the E-file Program: Infractions
  • Participants who successfully complete this course will also be aware and able to analyze recent issues involving Auditing of the ERO by understanding "Hot Topics" relevant to modern practice.
Last updated/reviewed: January 20, 2023
Prerequisites
Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Auditing the ERO17:22
  Lesson 2 Review IRS Manual - Part 1 Types of Visits16:56
  Lesson 3 Review IRS Manual - Part 212:42
  Lesson 4 Review IRS Manual - Part 3 Advertising 14:29
  Lesson 5 Reviews IRS Manual - Part 4 Infractions13:18
  Lesson 6 Hot Topics and Wrap-up12:53
CONTINUOUS PLAY
  Auditing the ERO 1:27:41
SUPPORTING MATERIALS
  Auditing the ERO Glossary/IndexPDF
  IRS Form 8879PDF
  IRS Manual 4.21.1PDF
  Publication 1345PDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam