Case 01 · Training Case Study
Prepared a federal and New Jersey training return combining wage, interest, dividend, deduction, and multi-credit workflows in ProConnect Tax.
Case overview
This case combined wage, interest, and dividend income with an educator-expense adjustment, itemized deductions, several individual tax credits, and New Jersey resident reporting. The preparation work required careful classification of source items, coordination across federal forms and schedules, and consistent treatment between the federal and state outputs. Carryover items were identified for future-year continuity rather than treated as isolated figures.
This is structured training/internship work. It is not a client engagement and does not represent independent tax, legal, or financial advice.
Key tax areas
Forms & schedules
Preparation workflow
Review available records and prior-year information for completeness.
Classify income, adjustments, deductions, credits, payments, and state items.
Build the applicable return components and trace how they feed the core return.
Review diagnostics, outputs, cross-form relationships, and unresolved questions.
Identify future-year attributes and document items that require follow-up.
Organize a consistent return package for senior review.
Key review points
Coordinating multiple credit calculations without losing source-document traceability
Confirming itemized deductions were classified consistently across supporting schedules
Reviewing federal and New Jersey outputs for consistent taxpayer and income treatment
Identifying credit carryovers that affect a future return
Quality control
Proof of work
Each item connects a case-study claim to an actual form or worksheet excerpt, then explains the preparation skill it demonstrates.
Original PDFs are not public. Taxpayer names, identification numbers, addresses, dependent identities, property addresses, banking information, signatures, and preparer identifiers are excluded from these rasterized derivatives.
The verified return output includes a Form 1040, supporting schedules and credit forms, plus a New Jersey resident return. The recreated panel keeps the scope visible without exposing the source PDF.
Multi-form return preparation, federal/state coordination, and return completeness.
The Schedule 3 excerpt shows several nonrefundable-credit lines and how supporting credit forms feed the individual return.
Schedule 3 workflow, credit coordination, and supporting-form review.
Form 5695 documents the residential clean-energy calculation and the amount identified for future-year carryover.
Supporting-form preparation, residential energy credit workflow, and carryover awareness.
This NJ-1040 excerpt provides direct evidence of state-return exposure while excluding the identity and dependent-information sections.
New Jersey filing exposure, federal/state workflow, and state reporting.
What this case demonstrates
Portfolio disclosure
This case study was completed as part of structured US tax preparation training/internship work and is presented solely to demonstrate tax preparation skills and workflow familiarity. It does not represent a real taxpayer or paid client engagement. Personal, banking, and identifying information has been removed from all publicly displayed portfolio materials.
For employers
I’m interested in a US tax team where I can contribute careful preparation, clear open-item notes, and coachable reviewer-ready work. Additional sanitized training samples are available upon request.