H&R Block Income Tax Course Exam (2026)
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Terms in this set (566)
Circular 230 Regulations governing the practice of attorneys,
certified public accountants, enrolled agents,
enrolled actuaries, and appraisers before the IRS.
Disclosure The release of tax information by an IRS
employee.
Due Diligence Requirements that tax professionals must follow
when preparing income tax returns.
Noncompliance Failure or refusal to comply with the tax code.
Privilege Protection from being required to disclose
confidential communications between two
parties, such as attorney and client.
Estimated Tax The amount of tax a taxpayer expects to owe for
the year after subtracting expected amounts
withheld and certain refundable credits.
, Estimated Tax Voucher A statement by an individual of (1) the amount of
income tax he estimates he will incur during the
current taxable year on income that is not subject
to withholding, (2) the excess amount over that
withheld on income which is subject to
withholding, and (3) his estimated self-
employment tax.
Exemption from Withholding Status claimed on Form W-4 directing the
employer not to withhold federal income taxes
from the employee.
Underpayment Penalty If a taxpayer did not pay enough tax on a timely
basis during the year, he may be required to pay
an underpayment penalty.
Withholding Allowances An increase by which income tax withholding on
certain income is reduced.
Two Ways to Pay as You Go Withholding and Estimated Tax Payments
Form W-4 Employee's Withholding Allowance Certificate
Form 8815 Exclusion of Interest From Series EE and I U.S.
Savings Bonds Issued After 1989
Form 2210 Underpayment of Estimated Tax by Individuals,
Estates, and Trusts
Form 4868 Application for Automatic Extension of Time To
File U.S. Individual Income Tax Return
Form 8888 Allocation of Refund
Form 9465 Installment Agreement Request
Exam Questions & Answers | Latest Already
Graded A+ UPDATE !! STUDY GUIDE EXAM
Save
Terms in this set (566)
Circular 230 Regulations governing the practice of attorneys,
certified public accountants, enrolled agents,
enrolled actuaries, and appraisers before the IRS.
Disclosure The release of tax information by an IRS
employee.
Due Diligence Requirements that tax professionals must follow
when preparing income tax returns.
Noncompliance Failure or refusal to comply with the tax code.
Privilege Protection from being required to disclose
confidential communications between two
parties, such as attorney and client.
Estimated Tax The amount of tax a taxpayer expects to owe for
the year after subtracting expected amounts
withheld and certain refundable credits.
, Estimated Tax Voucher A statement by an individual of (1) the amount of
income tax he estimates he will incur during the
current taxable year on income that is not subject
to withholding, (2) the excess amount over that
withheld on income which is subject to
withholding, and (3) his estimated self-
employment tax.
Exemption from Withholding Status claimed on Form W-4 directing the
employer not to withhold federal income taxes
from the employee.
Underpayment Penalty If a taxpayer did not pay enough tax on a timely
basis during the year, he may be required to pay
an underpayment penalty.
Withholding Allowances An increase by which income tax withholding on
certain income is reduced.
Two Ways to Pay as You Go Withholding and Estimated Tax Payments
Form W-4 Employee's Withholding Allowance Certificate
Form 8815 Exclusion of Interest From Series EE and I U.S.
Savings Bonds Issued After 1989
Form 2210 Underpayment of Estimated Tax by Individuals,
Estates, and Trusts
Form 4868 Application for Automatic Extension of Time To
File U.S. Individual Income Tax Return
Form 8888 Allocation of Refund
Form 9465 Installment Agreement Request
