Learn How to Use Adobe Acrobat to Prepare 1040 Workpapers (Currently Unavailable)
Author: Steve Dusablon, Peter Ordelheide
| CPE Credit: |
1 hour for CPAs |
JDS Professional Group, a 30 person accounting firm in Denver, CO, volunteered to assist us in presenting this highly requested FREE webcast. JDS uses Acrobat and Tic, Tie & Calculate (TTC) to process all their tax engagements. This video demonstrates JDS's 1040 workpaper preparation process, demonstrates how to effectively use Acrobat and TTC annotation tools to create 1040 workpapers, and provides for a variety of Acrobat tips, tricks & techniques.
We simply ask that you watch, enjoy and learn from this educational presentation. And most importantly, incorporate the ideas to enhance your own firms paperless processes.
Topics Covered
- Step 1: Organizing pages and scanning
- Step 2: File Optimization
- Step 3: Bookmarking & Repagination including: manually bookmarking vs. using an OCR vendor
- Step 4: Data Entry and Workpaper Preparation including: tickmarks, digital calculator, hyper linked cross references, adding text & comments, highlighter tool, subsequently received documents, superceded documents
- Step 5: Checklist - Using PDF fill-in forms
- Acrobat Tips, Tricks & Techniques
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge and Applications (1 hour)
Program Prerequisites
None
Advance Preparation
None
