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IRS Enrolled Agent Part 2 Study Guide

Preview the IRS Enrolled Agent Part 2 flashcard-note study format, then unlock Pro for the complete section-by-section guide.

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Section 1 Reconcile gross receipts, cost of goods sold, inventory, and net business income Preview

Preview: 2. Business Tax Preparation (37 of 85 scored questions)

Preview includes
  • 4 of 9 lesson topics
  • 1 overview segment
  • 3 core concepts
  • 2 exam tips

Lesson Topics

  • Initial Record Review
  • Categorization of Business Items
  • Income Reconciliation
  • Expense Reconciliation

Overview

Business-income reconciliation begins with complete records and then traces gross receipts, returns/allowances, cost of goods sold, inventory, other business income, and deductible expenses to taxable business profit.

Core Concepts

  • Gross receipts/sales are business receipts before subtracting cost of goods sold and operating expenses.
  • Returns and allowances reduce gross sales when applicable.
  • Borrowed money is generally not gross business income because it creates a repayment obligation.

Exam Tips

  • Classify every cash flow before doing arithmetic.
  • Keep COGS, capital assets, and operating expenses in separate columns.
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Section 2 Classify entities, elections, tax years, accounting methods, and startup records Pro
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Section 3 Prepare estate and trust returns and beneficiary reporting Pro
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Section 4 Classify compensation, fringe benefits, family employees, and worker status Pro
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Section 5 Apply partnership contribution, allocation, distribution, basis, and disposition rules Pro
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Section 6 Determine depreciation, amortization, capitalization, and recapture treatment Pro
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Section 7 Apply C corporation formation, operation, distribution, redemption, and liquidation rules Pro
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Section 8 Identify exempt-organization filing and unrelated-business-income issues Pro
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Section 9 Substantiate ordinary business expenses and separate personal costs Pro
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Section 10 Apply S corporation eligibility, election, pass-through, basis, and termination rules Pro
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Section 11 Apply at-risk and passive activity limitations in sequence Pro
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Section 12 Apply small-business retirement-plan rules Pro
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Section 13 Analyze accounting methods, books, return schedules, and method changes Pro
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Section 14 Distinguish sole proprietorship, hobby, rental, and business activities Pro
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Section 15 Prepare pass-through reporting and reconcile owner basis and distributions Pro
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Section 16 Handle entity formation, dissolution, cancellation of debt, and audit considerations Pro
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Section 17 Classify farm income, expenses, rentals, and disaster-related items Pro
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Section 18 Advise on filing, deposits, records, entity choice, property transfers, and lifecycle events Pro
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Section 19 Classify rental income, expenses, personal use, depreciation, and passive losses Pro
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