Certified Public Accountant Tax Preparation Tutorial

A tutorial on how to do Basic Tax Preparation
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  • Lectures 16
  • Length 2 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2016 English

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.

What are the requirements?

  • Students should already have an Microsoft Excel program and download the materials in this course.

What am I going to get from this course?

  • 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

Who is the target audience?

  • CPA Tax Prep will not only help aspiring staff but owners looking to handle more complex work at scale.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction
Section 2: Index and workpaper folderorganization

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

Section 3: 21 Accounting fundamentals in Excel

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


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


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


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


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

Section 4: Tax Excel Printing

How to format excel for printing to PDF or paper

Section 5: Introduction to tax groupings

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


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

Section 6: Preparing a basic schedule C from work papers

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

Section 7: Tax Grouping Work Paper for Schedule C
Tax Grouping Work Paper for Schedule C part 1
Tax Grouping Work Paper for Schedule C part 2
Tax Grouping Work Paper for Schedule C part 3
Section 8: Tax Grouping and Pivot Tables
Tax Grouping and Pivot Tables
Section 9: SUM IF function and Tax Groupings work paper organization
SUM IF function and Tax Groupings work paper organization

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Instructor Biography

John Gillingham, 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.

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