Tax Return Analysis Workshop - "Examine Self-Employed Borrowers"



Need Help? Call us today toll-free at 1-800-865-8550 Press 1


This instructor-led online training webinar is designed for any mortgage professional seeking formal instruction on personal and business tax return analysis. This intensive workshop provides detailed instruction on all tax return forms and schedules, the required income calculation formulas, and completion of the Fannie Mae Cash Flow Analysis Form 1084. Learn self-employment income best practices and underwriting guidelines.



  • Self-Employed Definition
  • Self-Employment Business Structures
  • Identifying Self-Employed Borrower
  • Tax Returns: Years Required
  • Business Income vs Business Loss
  • Self-Employment Tools
  • Cash Flow Analysis Forms Review
  • Tax Cuts and Jobs Act (TCJA)
  • 2021 IRS 1040 Individual Tax Return: What’s New
  • 2021 IRS 1040 Individual Tax Return: New Schedules
  • 2021 IRS 1040 Individual Tax Return: Existing Schedules
  • 2021 IRS 1040 Individual Tax Return
  • 2021 IRS 1040-SR
  • Financial Statements
  • Liquidity
  • Liquidity: Case Study
  • Sole Proprietorship
  • Statutory Income
  • Statutory Employee
  • Case Study: Schedule C Sole Proprietor
  • Business Structures
  • S-Corporation
  • S-Corporation: Pros/Cons
  • Documentation Requirements
  • 1120-S Analysis
  • Analyzing S-Corporation Business Stability
  • Analyzing Income
  • Income Sources
  • Income Cycle
  • 1120-S K1
  • Ownership Interest
  • S-Corporation Business Cash Flow Adjustments
  • Partnership
  • Partnership Business Analysis
  • Partnership Stability
  • Partnership Income Verification
  • Limited Liability Company (LLC)
  • LLC Advantages/Disadvantages
  • LLC Business Analysis
  • LLC Income Verification
  • Income Cycle (Partnership & LLC)
  • Partnership/LLC Cash Flow Adjustments
  • Corporation
  • Analyzing Corporations
  • Corporation’s Financial Position
  • Corporation Cash Flow Adjustments
  • Royalty Payment Income
  • Farming Income
  • Farm Income Cash Flow Adjustments
  • Form 8825/Rental Real Estate
  • Ownership Less Than 25%
  • Self-Employment Disclosed on Form 65/1003
  • Access to Business Income
  • Business Assets Used For Closing
  • Multiple Practice Quizzes

**Note: The course outline above may not be 100% accurate as we change curriculum periodically throughout the year. We also reserve the right to change course curriculum and/or discontinue this course at any time.


  • Instructor-Led Online Webinar
  • Duration: 24/7 Access for 1-Year
  • All Course Materials are Downloaded as PDF Files
  • Source Links Included - Get Further Clarity & Updates
  • Certificate of Completion Downloaded as a PDF File
  • Job Search Resources (Upon Request)


Aspiring mortgage processors & underwriters wishing to learn tax returns analysis, from A to Z. Whether you're unemployed and looking to enter the mortgage underwriting profession, or you're currently working at a bank or lender as an underwriter or processor, this training program will provide the skills you need to succeed as an effective mortgage professional. Also ideal for loan processing & underwriting managers looking to train their existing staff on tax returns analysis principles.


As soon as you enroll, we will e-mail you links and passwords to access the Instructor-Led Online Webinar & Course Materials, so you can start taking the training IMMEDIATELY.


Each CampusMortgage® instructor has an average of 15+ years of prior mortgage related experience. Each instructor also draws from a different knowledge base that may include such areas as: mortgage underwriting, loan processing, FHA, VA, Conventional loans, Commercial lending, USDA Rural Housing Loans and more. 


You will need the following: 1) a Computer, 2) Internet (DSL or higher) and 3) Computer Speakers. Please check beforehand to make sure these items are working properly. 


Upon successful completion of this course, you will be able to download & save your Certificate of Completion as a PDF file.


Before purchasing any CampusMortgage® training class from NAMP®, we recommend you thoroughly read our Refund Policy & Terms of Use.

Need Help? Call us today toll-free at 1-800-865-8550 Press 1

Tax Return Analysis Self Employed Borrower Training
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Price $495.00
Sale Price $395.00