Connect the client$$s information to the appropriate tax forms needed to complete the tax return.

Apply the relevant information from the provided taxpayer source documentation to the tax forms.

Assess the character of all income sources.

Evaluate whether the taxpayer$$s deductions should be itemized or not based on ethical standards for determining and communicating deductions.

Distinguish between the expenses connected with the client$$s employment that are eligible for deduction and those that are not.