Certified Public Accountant Tax Preparation Tutorial
3.7 (23 ratings)
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Certified Public Accountant Tax Preparation Tutorial

A tutorial on how to do Basic Tax Preparation
3.7 (23 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,169 students enrolled
Created by John Gillingham
Last updated 4/2016
English
Price: Free
Includes:
  • 2 hours on-demand video
  • 4 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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
View Curriculum
Requirements
  • Students should already have an Microsoft Excel program and download the materials in this course.
Description

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. We will focus on tax, as this is most applicable to smaller firms like mine and tax is a great way to break into the profession. Organizing segments otherwise overwhelming jobs into small tasks and makes the seemingly daunting project manageable. This field to some extent is a methodology of financial organization, so let me show you what goes on behind the scenes of the numbers. 

I am John Gillingham CPA, founder of Accounting Play where we use apps and courses to teach real world accounting, tax and, bookkeeping skills. This course is inspired from my need to teach my own staff and is a culmination of over a decade of experience. The course also comes with valuable downloads to enhance the traditional lessons. Join me in taking this important step for your education and career. Be sure to checkout the other Accounting Play apps and courses and leave feedback. It is greatly appreciated.

Who is the target audience?
  • CPA Tax Prep will not only help aspiring staff but owners looking to handle more complex work at scale.
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Curriculum For This Course
16 Lectures
02:07:38
+
Introduction
1 Lecture 01:51
Introduction
01:51
+
Index and workpaper folderorganization
1 Lecture 08:33

Tutorial of file naming system to organize tax work papers for individual and business entities

Index and workpaper folderorganization
08:33
+
21 Accounting fundamentals in Excel
5 Lectures 26:38

Learn to expand column or row, duplicating tab, Sum function and Formatting numbers.

21 Accounting fundamentals in Excel part 1
06:03

Learn how to Freeze a number, Add rows and ctr Y to repeat, Add columns and ctr Y to repeat, and sort and filter.

21 Accounting fundamentals in Excel part 2
07:01

Learn to add lines, format painter, Printing adjusting margins, Page layout and print preview

21 Accounting fundamentals in Excel part 3
03:21

Learn how to wrap text, merge and center, uning an apostrophe and hide and unhide workbooks

21 Accounting fundamentals in Excel part 4
03:47

Learn how to Freeze panes, Control and mouse wheel to zoom, double click on formulas and highlight for sum, count, and average.

21 Accounting fundamentals in Excel part 5
06:26
+
Tax Excel Printing
1 Lecture 05:37

How to format excel for printing to PDF or paper

Tax Excel Printing
05:37
+
Introduction to tax groupings
2 Lectures 25:26

Learn how to do tax groupings from a draft prepared documents from clients to a complete document ready for input in tax return.

Introduction to tax groupings part 1
14:25

Learn how to check if total expense and amouts tie up to the original document and learn how to organize and format ready for input in tax return

Introduction to tax groupings part 2
11:01
+
Preparing a basic schedule C from work papers
1 Lecture 09:17

Learn how to prepare a schedule C Sole proprietor form from the tax grouping

Preparing a basic schedule C from work papers
09:17
+
Tax Grouping Work Paper for Schedule C
3 Lectures 28:36
Tax Grouping Work Paper for Schedule C part 1
11:56

Tax Grouping Work Paper for Schedule C part 2
09:33

Tax Grouping Work Paper for Schedule C part 3
07:07
+
Tax Grouping and Pivot Tables
1 Lecture 13:49
Tax Grouping and Pivot Tables
13:49
+
SUM IF function and Tax Groupings work paper organization
1 Lecture 07:51
SUM IF function and Tax Groupings work paper organization
07:51
About the Instructor
John Gillingham
3.5 Average rating
103 Reviews
6,427 Students
4 Courses
Certified Public Accountant

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. The focus has turned to San Francisco startups and owners that need deep tax and practical consulting. High-net worth tax experience is utilized as individuals and companies grow.