QuickBooks Desktop at Tax Time-Making Changes to Client's File (Currently Unavailable)

Author: Laura Madeira

Your clients’ QuickBooks data is seldom clean enough or complete enough for you to use when preparing their income tax returns. This technical course includes the mistakes clients make in QuickBooks and how to quickly correct those mistakes, allowing you to confidently use the QuickBooks trial balance to prepare your clients’ returns.

You will also learn proactive steps you can take with your clients to keep their data accurate throughout the year – to streamline both income tax return preparation and periodic financial statement preparation.

Publication Date: January 2015

Designed For
Practicing CPAs, and CPAs in industry responsible for working with clients that use QuickBooks financial software.

Topics Covered

• Preparation Considerations
• Power Reports to Review
• Prepare and Adjust the Trial Balance for the Tax Return
• Troubleshooting
• File Changes via General Journal Entry and much more!

Learning Objectives

• Recognize who to increase efficiency when preparing income tax returns for clients who use QuickBooks
• Identify how to train your clients to prepare their files for the income tax return

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Basic experience with QuickBooks.

Advance Preparation
None