Excel Power User Module 1: Fundamental Features

Overview

Tax professionals must navigate a complex landscape of tax elections and procedural requirements to ensure compliance and minimize risks for their clients. Overlooking an election or procedural rule can lead to adverse tax consequences, missed opportunities, and even malpractice claims. This course provides a comprehensive overview of critical tax elections and procedural issues that CPAs must understand. Participants will explore key tax elections, their implications, and potential pitfalls. Additionally, the course delves into essential tax procedures, including IRS return due dates, statutes of limitations, taxpayer claims for refunds, and various relief provisions. By mastering these areas, CPAs can proactively manage risk, ensure compliance, and effectively represent clients in tax matters.

Highlights

• Selected shortcuts
• Named references tables
• Data validation
• Conditional formatting basics

Designed For

Accounting professionals who use Excel for Windows.

Objectives

• Recall at least three shortcuts to improve your speed.
• Recognize which feature allows you to control what a user can type into a cell.
• Identify the feature that enables you to name cells and ranges.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.