Payroll at Year-End in QuickBooks Desktop (Completed)

Date: Tuesday, December 19, 2017
Instructor: Laura Madeira
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Prepare yourself for a successful year end! In this live webcast, Laura Madeira will give you useful tips to efficiently close the year.

Who Should Attend
Practicing CPAs, and CPAs in industry responsible for working with clients that use QuickBooks financial software.

Topics Covered

  • Access to the Client's QuickBooks Data
    -On-Site — Which Payroll Subscription?
    -Copy of File — Added to Your QuickBooks Accountant Enhanced Payroll Subscription
    -Confirm Payroll Subscription is Active and Current
    -Enter After-the-Fact Payroll Records
    -Optional: Setup Client for Manual Payroll (no Subscription, Automation or Form Fill)
  • Review Payroll for Accuracy
    -Efficient Method to Review Uncleared Pay Checks
    -Verify that Payroll Items have Correct Rates and Tax Tracking Type Assigned
    -Compare Current Payroll Totals to Previously Filed Quarters
    -Confirm Payroll Liabilities are Scheduled and Paid
    -How to Properly Adjust Payroll Liabilities
    -How to Correct Payroll Liability Payment Errors
  • Review the Client's Financials Prior to Filing
    -Review Payroll Item List
    -Financial Reports to Review for Payroll Accuracy
    -Helpful Excel Payroll Pivot Tables for Payroll Data
  • Year-end Payroll Process
    -Prepare Bonus Net-to-Gross Checks
    -Sign Up for E-Pay and E-File
    -Adjust Reported Totals on Payroll Forms
    -Print or E-File Payroll Forms for Federal and State

Learning Objectives

  • Recognize the proper payroll subscription needed for you and your client to collaborate on payroll
  • Identify considerations when reviewing the payroll setup for accuracy in your client's file
  • List the reports that are useful when reviewing payroll financials
  • Identify the process for completing year-end payroll tasks


Instructional Method
Group: Internet-based

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

Program Prerequisites
Must be familiar with QuickBooks

Advance Preparation

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