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US Tax Preparation Training
Form 1065 Case Study
Partnership Return · Training Exercise
As part of the U.S. Business Tax Preparation curriculum, I prepared a mock Form 1065 partnership return, working through partner allocations, income and expense categorization, and the supporting schedules that accompany a partnership filing.
What the exercise covered
- Organizing partnership income and expense data
- Working through partner allocation schedules
- Completing Form 1065 and supporting schedules
- Reviewing entries against case study source data
Software used
Intuit ProConnect Tax and Drake Tax, applying the same organization and documentation habits used in bookkeeping and QuickBooks Online work.
This was completed as a training exercise, not an independently filed return. Actual client tax preparation is performed under professional guidance.