Certified Public Accountant Tax Preparation Tutorial

Offered byUDEMY

Certified Public Accountant Tax Preparation Tutorial
at
UDEMY
Overview

Master Tax Prep: Dive into CPA expertise with our tutorial. Streamlined lessons for aspiring accountants to excel in tax preparation.

Duration	3 hours
Total fee	Free
Mode of learning	Online
Official Website	Explore Free Course
Credential	Certificate

Certified Public Accountant Tax Preparation Tutorial
at
UDEMY
Highlights

Earn a Certificate of completion
Access on Tv & Mobile

Certified Public Accountant Tax Preparation Tutorial
at
UDEMY
Course details

Skills you will learn

Excel C Accounting Taxation Advanced Excel

Who should do this course?

CPA Tax Prep will not only help aspiring staff but owners looking to handle more complex work at scale.

What are the course deliverables?

Learn how to organize for tax preparations. Includes lists, guidelines for preparer and file structure. A quick overview of the documents needed and how to organize them to be efficient in work.
Learn 21 Accounting fundamentals in Excel
How to format excel for printing to PDF or paper
Lean how to do basic tax groupings
Learn how to prepare basic Schedule C
Learn how to use pivot tables and Sum IF function to create a profit and loss statement

More about this course

Work Paper organization is a first step to preparing quality tax and accounting and this course teaches the process. Also get to improve your excel skills along the way.
Work papers summarize, explain, calculate, and reference to tax filings and to the source of the glorious information. Better work papers... Better work quality... Better clients... And better pay. I frequently get asked how to break into a CPA firm or get a better accounting job.
This course is a step to make the bridge between academics and making some money in a better position. This not only helps aspiring staff but owners looking to handle more complex work at scale.

Certified Public Accountant Tax Preparation Tutorial
at
UDEMY
Curriculum

Introduction

Index and workpaper folderorganization

21 Accounting Fundamentals in Excel

Tax Excel Printing

Introduction to tax groupings

Preparing a basic schedule C from work papers

Tax Grouping work paper for Schedule C

Tax Grouping and Pivot Tables

SUM IF function and Tax Groupings work paper organization

Certified Public Accountant Tax Preparation Tutorial
at
UDEMY
Faculty details

John Gillingham

John Gillingham has his own CPA firm, makes creative learning tools, and consults. He designs Accounting Play products for financial accounting students and professionals. Gillingham has ten years of financial services experience, seven of which have been with CPA firms specializing in tax, accounting, and general consultancy. Prior clients while working with other firms include audit of a multi-national manufacturing entity, high-high net worth tax for individuals, and trust work.