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Year-End Cleanup for Tax Time Course
Course
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Alicia Katz Pollock
10 steps for year-end bookkeeping to get ready for taxes: clean up QuickBooks, reconciliation, inventory, depreciation, analyze reports, and close the books.
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Year-End Clean Up in QBO Taxes Course Description
Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. Who are your best customers? What are your best sellers? Who owes you money, and who do you owe? We’ll customize your reports and memorize your favorites for future use.
What You’ll Learn
- Steps to take at year end to make sure your books are right
- Categorizing Expenses
- Reconciling bank accounts
- Closing out Opening Balance Equity and Owner’s Equity
- Depreciation
- Running your P&L and Balance Sheet
- Taking Inventory
- Closing the books
- Making backups
Instructional LevelBeginner to Advanced
Course Length2 hours
Course Credits2 CPE, Certificate of Completion
Field of StudyAccounting/Bookkeeping Delivery MethodQAS/Self Study Who should take this class?
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Other learners purchased these courses after completing this class:
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Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!
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Refunds & Cancellations
Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.
Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Course Updated: December 2021
Here is the course outline:
1. Download the HandoutDownload the handout that goes with the course. 1 section
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2. Year-End Cleanup for Tax TimeTax time approaches and it's time to Spring Clean your QuickBooks so that you can have confidence in your data before you give it to your CPA! Here are the tools created for bookkeepers to make the job easier. 4 sections
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3. 10 Step CleanupLet's look at the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. 11 sections
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4. Take the QuizTake this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points! 4 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise Credit Certificate |
