Lesson Plan
Curated OER

Completing Simple Tax Forms

For Teachers 12th
Twelfth graders practice filling out IRS 1040 EZ forms. They discuss various ways people pay taxes. They assess the importance of W-2 forms and apply skills using the IRS tax table to compute how much money is owed or returned.
Worksheet
Curated OER

Tax Problem: Percents

For Students 9th - 12th
In this tax worksheet, students solve 1 problem about taxes.  Students find the federal and state tax on a given amount of money.
Lesson Plan
Curated OER

Taxes and Sales

For Teachers 9th - 12th Standards
Collaborative discussions around this retail store problem will be taxing. Calculating discount and tax and the order of the operations are used to motivate an opportunity for learners to make a convincing argument using algebraic...
Lesson Plan
Curated OER

Finding Sales Tax

For Teachers 7th
Seventh graders investigate sales tax. Following a teacher demonstration, they find sales tax and the total cost of items. In groups, classmates choose items from a menu that they would like to purchase. Each student figures the sales...
Lesson Plan
Curated OER

Regressive Taxes

For Teachers 9th - 12th
Students explain that regressive taxes can have different effects on different income groups. They see how a regressive tax takes a larger share of income from low-income groups than from high-income groups.
Lesson Plan
Curated OER

Paying Taxes for Chores Lesson

For Teachers 2nd - 4th
Students examine the concept of paying taxes with a chores theme.
Lesson Plan
Curated OER

Income Tax Time Word Problems Lesson

For Teachers 5th - 7th
Students investigate what taxes are and solve related problems.
Lesson Plan
Illustrative Mathematics

Tax and Tip

For Teachers 6th - 8th Standards
Finding out how to calculate tax and tip is a valuable skill that all young adults should be able to do without a calculator. Learners are given a bill and asked to calculate the tax, tip, and total amount. Calculations can be exact or...
Lesson Plan
Visa

Nothing But Net: Understanding Your Take Home Pay

For Teachers 9th - 12th Standards
Introduce your young adults to the important understanding that the money they receive from their paychecks is a net amount as a result of deductions from taxes. Other topics covered include federal, state, Medicare and social...
Lesson Plan
Curated OER

Federal Income Tax 1040EZ Worksheet Lesson

For Teachers 6th - 9th
Young scholars practice filling out the Federal Income Tax 1040EZ tax form.
Lesson Plan
Curated OER

Tax Form W-4 Worksheet Lesson

For Teachers 7th - Higher Ed
Students practice and fill in the W-4 tax form lesson.
Lesson Plan
Curated OER

Sales Spreadsheet

For Teachers 6th - 8th
Middle schoolers use Excel spreadsheets to organize purchases, discounts, sales prices, and sales tax. Students follow step by step instructions and enter formulas as well as use the auto sum feature to calculate required calculations.
Worksheet
Curated OER

Leveled Problem Solving Discounts, Markups, Tips, and Sales Tax

For Students 6th - 7th
In this discounts and sales tax instructional activity, students problem solve and work with discounts, markups, tips, and sales tax by completing the six word problems.
Lesson Plan
Curated OER

Go Figure! Using Percents in the Real World

For Teachers 6th
Sixth graders solve sales tax problems.  In this solving sales tax problems lesson, 6th graders find the sales tax on various items.  Students are given a list of expenses that a family spent on vacation before taxes. ...
Lesson Plan
Curated OER

Income and Expenses

For Teachers 3rd - 7th
Students discuss income and expenses. For this lesson on money, students define income and expenses, after whith they keep track of their income and expense transactions on a basic ledger.
Lesson Plan
Curated OER

Calculate Percentages

For Teachers 6th - 7th
Sixth and seventh graders study the concept of finding the percent of a number. They calculate the percent of any given number. Pupils describe ways to use calculating percents in their daily life, and change percents into decimals,...
Worksheet
Curated OER

Calculating Simple Interest

For Students 6th - 7th
In this math worksheet, students investigate the concept of paying interest on a loan. Students read 10 problems where they look at a picture of something they are going to buy at a certain price and interest rate. Students calculate the...
Lesson Plan
Curated OER

World of Work

For Teachers 12th
Twelfth graders research want ads on the Internet or in the newspaper. They calculate the estimated weekly, monthly, and yearly pay for an hourly, salary and commission positions. They calculate a paycheck including state tax, federal...
Lesson Plan
Curated OER

Family Purchases

For Teachers 4th - 6th
Students generate a gift list for their family members making sure the costs remain under budget. They research the cost of items on the internet, calculate sales tax, and determine the total cost for all of the gifts.
Lesson Plan
Curated OER

Restaurant Tipping Lesson

For Teachers 6th - 9th
What do you do after a good meal, tip the server of course. The class calculates the appropriate tip to leave at a restaurant given certain bills. They identify the bill before and after tax and find the correct tip. A great way to put...
Lesson Plan
Curated OER

Debt and Deficits

For Teachers 9th - 12th
Students identify, research and interpret the national debt and deficits of the past through today and why it has risen significantly in the last 20 years. They analyze the size and impacts and discuss the various policy measures for...
Lesson Plan
Curated OER

Money Management

For Teachers 7th - 8th
Young scholars choose an occupation and set up a paper family and household. They create a monthly budget, pay monthly bills and file taxes. They practice math skills using financial information and view money as a resource. They create...
Lesson Plan
Curated OER

Menu Math

For Teachers 9th
Ninth graders explore math functions by analyzing real life situations. In this consumer math lesson, 9th graders view a restaurant menu and identify the different prices per item. Students complete a menu worksheet which includes...
Lesson Plan
Curated OER

Finding Discount and Sale Price

For Teachers 7th
Seventh graders solve real-life problems involving sales tax, discount, and simple interest. They find the amount of discount. In groups, 7th graders examine a sales advertisement. Given a budget, they choose purchases, and figure the...