Personal Tax Return Analysis

Explains how to analyze tax returns to determine a projected income and explores income trends, recurring versus non-recurring income, and how tax returns can be used as a sales tool. ​

Re-versioned: Oct. 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Identify income trends and non-recurring situations used in analysis, as well as cross-sell opportunities
  • Analyze wage and tip income including the non-cash and pre-tax benefits associated with the source of income 
  • Analyze taxable and non-taxable interest and dividend income 
  • Describe and calculate the source of income information on Schedule C, capital gains and losses, and limited partnership income 
  • Differentiate the areas on Schedule E and calculate rental income


Bank personnel who are in a position to use personal tax returns from clients for lending analysis.

Course Credits

ABA Certificates​: This course applies to the following ABA Certificates:
Questions? Please contact for more information.

 Benefits of Self-Paced Training

  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available

 Registration & Pricing


Individual Purchase:
ABA Member • $95
Non-Member • $130

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.


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