Office Productivity

Tax & Adjusting Entry Year-End Accounting Excel Worksheet

Introduction

Are you an accountant or tax preparer looking to streamline your year-end processes? The "Tax & Adjusting Entry Year-End Accounting Excel Worksheet" course might just be what you need. This comprehensive course offers a step-by-step guide to building and utilizing an Excel worksheet specifically designed for adjusting and tax entries. By the end of the course, you'll have mastered a tool that not only simplifies your accounting tasks but also enhances your efficiency and accuracy. Dive in to discover how this course can transform your approach to year-end accounting.

Course Details

Course Curriculum Overview

The course is meticulously structured to guide learners through the process of creating an adjusting and tax entry Excel worksheet from scratch. It begins with an introduction to the benefits of using such a worksheet, followed by detailed instructions on how to build it step-by-step. Key sections include:

  • Understanding the purpose and benefits of an adjusting and tax worksheet
  • Building the worksheet in Excel
  • Entering adjusting entries
  • Entering tax entries
  • Reconciling book net income and tax net income

Key Learning Outcomes

By completing this course, learners will be able to:

  • Construct an adjusting and tax entry worksheet in Excel
  • Enter adjusting entries efficiently
  • Enter tax entries effectively
  • Reconcile book and tax net income
  • Understand the visual representation of net income differences

Target Audience and Prerequisites

This course is ideal for tax preparers and public accountants who regularly handle adjusting entries. It is also beneficial for anyone in the accounting field looking to enhance their Excel skills. A basic understanding of debits and credits, along with some experience with Excel, is required to get the most out of this course.

Course Duration and Format

The course consists of 5 hours of on-demand video content, spread across multiple lessons. It also includes 29 downloadable resources, such as QuickBooks Pro Desktop 2019 backup files and Excel practice files. The format allows learners to progress at their own pace, with access available on mobile and TV.

Instructor Background

The course is led by Robert (Bob) Steele, a seasoned CPA, CGMA, and M.S. Tax holder. With an impressive instructor rating of 4.5 and over 53,000 reviews, Bob has guided over 930,000 students through 157 courses. His expertise and teaching style make him an invaluable resource for anyone looking to master accounting and Excel skills.

Benefits & Applications

Practical Skills Gained

Learners will acquire hands-on experience in constructing and using an adjusting and tax entry worksheet in Excel. This skill is crucial for efficiently managing year-end accounting tasks and ensuring accuracy in financial reporting.

Real-World Applications

The worksheet created in this course can be applied to various accounting scenarios beyond year-end adjustments. It serves as a versatile tool for analyzing different areas of accounting, making it a valuable asset for accountants in any setting.

Career Relevance

Mastering this Excel worksheet enhances your professional toolkit, making you more efficient and valuable in your role. It's particularly relevant for tax preparers and public accountants but can benefit anyone in the accounting field looking to streamline their processes.

Industry Alignment

The skills taught in this course align well with the demands of modern accounting practices, where efficiency and accuracy are paramount. The ability to quickly and accurately reconcile book and tax net income is a sought-after skill in the industry.

Standout Features

Unique Course Elements

One of the standout features of this course is the provision of updated Excel worksheets for each step. This allows learners to jump forward or rework any part of the course without starting over, enhancing the learning experience.

Learning Materials and Resources

In addition to the instructional videos, the course includes downloadable QuickBooks Pro Desktop 2019 backup files and Excel practice files. These resources provide practical tools for learners to apply their skills immediately.

Support Features

The course format allows for self-paced learning, with access available on mobile and TV. This flexibility ensures that learners can fit the course into their busy schedules and review content as needed.

Course Updates Policy

The course content is regularly updated to reflect the latest best practices and software updates, ensuring that learners always have access to the most current information and techniques.

Student Success

Learning Outcomes

Students who complete this course report a significant improvement in their ability to manage year-end accounting tasks efficiently. The hands-on approach ensures that learners can immediately apply their new skills in real-world scenarios.

Student Achievements

Many students have successfully implemented the Excel worksheet in their professional roles, citing increased accuracy and time savings as key benefits.

Course Completion Insights

The course boasts a high completion rate, with learners appreciating the clear, step-by-step guidance and practical applications of the material.


Conclusion

If you're looking to enhance your year-end accounting processes, this course is highly recommended. Enroll today and start building your skills in constructing and using an adjusting and tax entry Excel worksheet.

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