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Tax & Adjusting Entry Year-End Accounting Excel Worksheet

Build Excel worksheet for adjusting adjusting & tax entries, reconciling net income calculated on a book and tax basis
4.2
4.2/5
(213 reviews)
50,864 students
Created by

7.6

Classbaze Grade®

5.7

Freshness

7.4

Popularity

9.2

Material

Build Excel worksheet for adjusting adjusting & tax entries
Platform: Udemy
Video: 5h 10m
Language: English
Next start: On Demand

Best Excel Analytics classes:

Classbaze Rating

Classbaze Grade®

7.6 / 10

CourseMarks Score® helps students to find the best classes. We aggregate 18 factors, including freshness, student feedback and content diversity.

Freshness

5.7 / 10
This course was last updated on 11/2018.

Course content can become outdated quite quickly. After analysing 71,530 courses, we found that the highest rated courses are updated every year. If a course has not been updated for more than 2 years, you should carefully evaluate the course before enrolling.

Popularity

7.4 / 10
We analyzed factors such as the rating (4.2/5) and the ratio between the number of reviews and the number of students, which is a great signal of student commitment.

New courses are hard to evaluate because there are no or just a few student ratings, but Student Feedback Score helps you find great courses even with fewer reviews.

Material

9.2 / 10
Video Score: 8.3 / 10
The course includes 5h 10m video content. Courses with more videos usually have a higher average rating. We have found that the sweet spot is 16 hours of video, which is long enough to teach a topic comprehensively, but not overwhelming. Courses over 16 hours of video gets the maximum score.
The average video length is 5 hours 16 minutes of 49 Excel Analytics courses on Udemy.
Detail Score: 9.9 / 10

The top online course contains a detailed description of the course, what you will learn and also a detailed description about the instructor.

Extra Content Score: 9.5 / 10

Tests, exercises, articles and other resources help students to better understand and deepen their understanding of the topic.

This course contains:

0 article.
29 resources.
0 exercise.
0 test.

In this page

About the course

Create a new Excel worksheet from scratch to be used in the adjusting and tax entry process.
This course is most beneficial to tax preparers and public accountants who enter adjusting entries but is also useful to anybody in accounting. Similar Excel worksheets to the ones we will construct can be useful for analyzing many areas of accounting, and the Excel skills learned in creating them are also very applicable both inside accounting and outside of it.
We will discuss the reasons for creating an adjusting and tax entries Excel worksheet. Some benefits of the Excel worksheet include the ability to enter adjusting entries in an efficient way and build an adjusted trial balance, the ability to enter tax entries efficiently and build a trial balance on a tax basis, and the ability to reconcile book net income and tax net income.
An Excel worksheet can be used to show the difference between net income on the unadjusted trial balance, the adjusted trial balance, and tax trial balance in an easy visual way. A worksheet can be used as a reference to communicate to supervisors, clients, and as a reference for us to look back at in the future.
The course will build an Excel worksheet from scratch providing tools to help with the construction for each step along the way. We will provide an updated Excel worksheet for most steps, allowing us to jump forward or to rework any part of the course without starting over. The Excel worksheets will generally have at least two tabs, one with the completed step, showing the end product, and one that has been completed up to the current step in the process, allowing us to fill it in with the help of the instructional video and the Excel tab showing the completed work.
We will then practice entering some adjusting entries and tax entries into the worksheet. As we add adjusting and tax entries to the Excel worksheet, we will better understand how the worksheet is formatted and how best to use it. We will see how net income is calculated on a book basis, on a tax basis, and how the worksheet will show the reconciliation of the two.
This course is not designed to give tax advice but to show how to construct an Excel worksheet to track adjustments.
The course will also discuss some alternative formats for building an adjusting entry and tax entry worksheet that can be found in practice. We will discuss the pros and cons of the different formats.
We will also discuss how to format an adjusting and tax entry worksheet made in the prior year so that we can enter the current year trial balance and data into it.
In addition to the instructional videos, this course will include downloadable  
•    QuickBooks Pro Desktop 2019 Backup files
•    Excel practice files

What can you learn from this course?

✓ How to build an adjusting and tax worksheet from scratch in Excel
✓ What the benefits of an adjusting and tax worksheet are
✓ How to enter adjusting entries into an adjusting and tax Excel worksheet
✓ How to enter tax entries into an adjusting and tax Excel worksheet
✓ How to reconcile book net income and tax net income using an Excel worksheet

What you need to start the course?

• Should understand debits & credits and have some experience with Excel

Who is this course is made for?

• Tax professionals who want to reconcile book net income and tax net income
• Public accountants who work with adjusting entries
• Any accountant who wants to learn how to set up a practical worksheet to work through accounting transactions
• Any accountant who wants practical practice formatting Excel Worksheets

Are there coupons or discounts for Tax & Adjusting Entry Year-End Accounting Excel Worksheet ? What is the current price?

The course costs $17.99. And currently there is a 82% discount on the original price of the course, which was $99.99. So you save $82 if you enroll the course now.
The average price is $18.3 of 49 Excel Analytics courses. So this course is 2% cheaper than the average Excel Analytics course on Udemy.

Will I be refunded if I'm not satisfied with the Tax & Adjusting Entry Year-End Accounting Excel Worksheet course?

YES, Tax & Adjusting Entry Year-End Accounting Excel Worksheet has a 30-day money back guarantee. The 30-day refund policy is designed to allow students to study without risk.

Are there any financial aid for this course?

Currently we could not find a scholarship for the Tax & Adjusting Entry Year-End Accounting Excel Worksheet course, but there is a $82 discount from the original price ($99.99). So the current price is just $17.99.

Who will teach this course? Can I trust Robert (Bob) Steele?

Robert (Bob) Steele has created 126 courses that got 28,621 reviews which are generally positive. Robert (Bob) Steele has taught 572,608 students and received a 4.4 average review out of 28,621 reviews. Depending on the information available, we think that Robert (Bob) Steele is an instructor that you can trust.
CPA, CGMA, M.S. Tax, CPI
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.    
Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    
Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    
In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.   
Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.    
Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.   
Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.    
Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.   
The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.    
Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.
Browse all courses by on Classbaze.

7.6

Classbaze Grade®

5.7

Freshness

7.4

Popularity

9.2

Material

Platform: Udemy
Video: 5h 10m
Language: English
Next start: On Demand

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