In this assignment, you will help a client complete their 20XX tax returns, focusing on the Child Tax Credit (CTC), Other Dependent Credit (ODC), American Opportunity Tax Credit (AOTC), and Lifetime Learning Credit (LLC). After reviewing the client’s financial details and the relevant tax code, you will participate in a live generative AI interview with the “client” to gather the remaining information needed to calculate their credits. This interview allows you to practice and receive personalized feedback on your interviewing soft skills and ability to gather essential tax information. Following the interview, you will take a short quiz to test your understanding of the tax credits discussed.

Learning objectives

1. Practice interviewing with a tax client to gather relevant tax information
2. Apply the relevant tax laws to accurately calculate the client’s Child Tax Credit (CTC), Other Dependent Credit (ODC), American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC)

Suitable courses: tax

You must have an account with EYARC Experience and then go to the Assignment Catalog to review