Overview

 

There are three major projects within this course that follow the same storyline. In this first project, fictional clients Daniel B. Butler and Freida C. Butler are

reaching out to you by email, asking for your help with their taxes this year. They sent you an email to give you some background information and ask what

additional information you will need to complete their tax return. To read the email, see the Final Project One New Client Email document in the assignment

prompt in your course. Review the Reading and Resources sections for Modules One through Four for additional resources to help you respond to the critical

elements.

In this project, you will be emailing the Butlers and professionally explaining and justifying what you need from them in order to accurately do their taxes.

This project represents an authentic demonstration of competency because it is a common scenario that accountants may face in the field. The project is divided

into three submissions, which will be submitted at various points throughout the course to scaffold learning. These projects will be submitted in Modules Four,

Six, and Eight.

The assignments, readings, and activities in which you have participated in Modules One through Four will directly support the creation of your response email.

In this assignment, you will demonstrate your mastery of the following course outcome:

 ACC-330-01: Evaluate an individual’s tax-related documents for relevant information in the preparation of federal tax returns

 

Prompt

 

In your email back to the client, you must address the critical elements listed below. The codes shown in brackets indicate the course outcome to which each

critical element is aligned. When responding to your new clients’ email, make sure to address all of their questions and concerns. This will help support the

critical elements below.

I. Identify what additional documents the clients need to provide in order for you to do their taxes. [ACC-330-01]

II. Differentiate types of income and expenditures. [ACC-330-01]

III. Identify applicable deductions and credits available for the clients. [ACC-330-01]

IV. Explain how you utilized the IRS website for staying current in the application of appropriate tax codes and laws. [ACC-330-01]

 

2

 

Final Project One Rubric

 

Guidelines for Submission: Your email back to the client must be 1–2 pages in length using the Final Project One New Client Email Template (found in the

assignment prompt in your course). Using the template will help ensure your email response is written professionally. Use double spacing, 12-point Times New

Roman font, and one-inch margins.

Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value

Additional

Documents

[ACC-330-01]

 

Meets “Proficient” criteria and

expertly explains to the clients

why the additional documents

are necessary

 

Identifies what additional

documents the clients need to

provide in order to do their taxes

 

Identifies what additional

documents the clients need to

provide in order to do their taxes

but does not cover all required

documents

 

Does not identify what

additional documents the clients

need to provide in order to do

their taxes

 

30

 

Income and

Expenditures

[ACC-330-01]

 

Meets “Proficient” criteria and

demonstrates an insightful

awareness of the differences

 

Differentiates types of income

and expenditures

 

Differentiates types of income

and expenditures, but there are

inaccuracies

 

Does not differentiate types of

income and expenditures

 

20

 

Deductions and

Credits

[ACC-330-01]

 

Meets “Proficient” criteria and

demonstrates a sophisticated

awareness of what is available

for the clients

 

Identifies applicable deductions

and credits available for the

clients

 

Identifies applicable deductions

and credits available for the

clients, but explanation contains

inaccuracies or lacks detail

 

Does not identify applicable

deductions and credits available

for the clients

 

20

 

IRS Website

[ACC-330-01]

 

Meets “Proficient” criteria and

description is exceptionally clear

to the client

 

Explains how the IRS website

was utilized for staying current in

the application of appropriate

tax codes and laws

 

Explains how the IRS website

was utilized for staying current in

the application of appropriate

tax codes and laws but

explanation lacks detail or is

illogical

 

Does not explain how the IRS

website was utilized for staying

current in the application of

appropriate tax codes and laws

20

 

Articulation of

Response

 

Submission is free of errors

related to citations, grammar,

spelling, syntax, and organization

and is presented in a

professional and easy to read

format

 

Submission has no major errors

related to citations, grammar,

spelling, syntax, or organization

 

Submission has major errors

related to citations, grammar,

spelling, syntax, or organization

that negatively impact

readability and articulation of

main ideas

 

Submission has critical errors

related to citations, grammar,

spelling, syntax, or organization

that prevent understanding of

ideas

 

10

 

Total 100%