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