Quickbooks at Tax Time: Making Changes to Client's File (Completed)

Date: Monday, January 15, 2018
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

Your clients’ QuickBooks data is seldom clean enough or complete enough for you to use when preparing their income tax returns. This technical course includes the mistakes clients make in QuickBooks and how to quickly correct those mistakes, allowing you to confidently use the QuickBooks trial balance to prepare your clients’ returns.

You will also learn proactive steps you can take with your clients to keep their data accurate throughout the year – to streamline both income tax return preparation and periodic financial statement preparation.

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

Topics Covered

  • Preparation Considerations
  • Power Reports to Review
  • Prepare and Adjust the Trial Balance for the Tax Return
  • Troubleshooting
  • File Changes via General Journal Entry and much more!

Learning Objectives

  • Increase efficiency when preparing income tax returns for clients who use QuickBooks
  • Identify how to train your clients to prepare their files for the income tax return


Instructional Method
Group: Internet-based

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

Program Prerequisites
Basic experience with QuickBooks.

Advance Preparation

 Chat — Books Support