"Tax Return Analysis Workshop" is an in-depth, instructor-led online program that provides formal instruction on personal and business tax return analysis.

It is designed to teach the fundamentals of the tax return analysis to new and seasoned mortgage processors and underwriters alike.

Course Outline

In this course you'll learn about tax return form and schedules, calculation formulas, and more, including:

• Fannie Mae Cash Flow Analysis Form 1084
• Fannie Mae Comparative Income Analysis Form 1088
• Self-employment defined
• Profit & loss statement and balance sheet review
• Self-employment case study and practice exercises

Upon finishing the course you will receive a Certificate of Completion and skills required to be successful in the mortgage industry.

Anticipated Time To Complete

This online course will take approximately six hours to complete. You do not have to complete the course in one sitting - there are bookmarks in this course that allow you to stop and restart as needed.

Access Information

Upon enrollment, you'll receive an email from the course provider (CampusMortgage®) with links and passwords to access the course. You will have full access to the course for one full year.