Course Topics:
- Guide to Symbols
- Logging Into Engagement
- Login Locations
- Engagement File Room
- Create a New Client
- Modify Client Folder
- Create a New Binder
- Modify Binder
- Synchronization
- Binder Index Window
- Tab Structure in Tax Binder
- Inserting Workpapers
- Modify Properties of a Workpaper
- Types of Workpapers
- Tips for Adding Workpapers
- Copy Workpapers between Engagement Binders
- Check In Workpaper and Check Out Workpaper
- Updating Selected Workpapers
- Trial Balance Database
- Creating the Trial Balance Database
- Importing from Excel
- Importing from Another Engagement Trial Balance
- Navigating the Trial Balance Database
- Modifying and Editing the Trial Balance Database
- Account Grouping and Assignment
- Tax Software Interface
- Trial Balance and Workpaper Functions
- Journal Entries
- Trial Balance Linking
- Replace TB Name
- Trial Balance Reports
- Trial Balance Reports for Tax Preparation
- Tax Line Reconciliation
- Taxable Income Summary
- Workpaper Management
- Using Tickmarks
- Adding Tickmarks
- Inserting Multiple Tickmarks
- Workpaper Notes
- Workpaper Sign Off
- Roll Forward Procedures
- Recommended Standardized Procedures
- Glossary
Estimated Time: 2 hours and 15 minutes
- Teacher: Miguel Serrano
Course Topics:
Permanent Issues
- Fines and Penalties
- Meals and Entertainment
- Goodwill (prior to 8/10/1993: post 8/10/1993)
- Officers' Life Insurance
- Tax-Exempt Interest
- Auto Inclusion
- Federal Income Tax
Temporary Issues
- Accrued Vacation/Bonus
- State Income and Franchise Taxes
- Accrued Professional Fees
- Depreciation Expense
- Amortization Expense
- Allowance for Bad Debts
- Prepaid Expenses
- Reserves
- UNICAP—§263A (Inventory)
- §481 Adjustment
- Unearned Rent Revenue
- Installment Sales
- Gain/Loss on Sale of Fixed Assets
Estimated Time: 1 hour and 45 minutes
- Teacher: Miguel Serrano
Estimated time: 6 hours
- Teacher: Miguel Serrano
Estimated time: 1 hour
- Teacher: Miguel Serrano
Course Topics:
- Using tools to find answers to depr questions
- Understanding reports and forms
- Using fixed asset software
- Depreciation training presentation updated jan 2019
- Training Handout_ProSystems Fixed Assets PSFA
Estimated time: 4 hrs
- Teacher: Miguel Serrano
Course Topics:
- Bloomberg Case Study Training Recording
Estimated time: 1 hour
- Teacher: Miguel Serrano
Course Topics:
- Retained Earnings - Capital Training
Estimated time: 40 minutes
- Teacher: Miguel Serrano
- Teacher: Miguel Serrano
Course Topics
- S-Corp Case Study for US Tax preparers
Estimated time: 2 hours and 50 minutes
- Teacher: Miguel Serrano
Course Topics:
- Introduction
- Simple Trust
- Complex Trust
Estimated time: 2 hours and 45 minutes
- Teacher: Miguel Serrano