Excel Power User Module 8: PivotTable vs. Formula-Based Reports

Overview

Understand timing issues under Federal income tax law to maximize client benefits. Review historical antecedents, including US Supreme Court cases and Federal tax rules regarding the timing of income and expenditures. Learn how cash and accrual accounting methods increasingly mirror one another for Federal income tax purposes. Study underutilized planning opportunities to defer income or take advantage of the small business taxpayer exemption. Benefit from the detailed approach to Code and Regulation sections, revenue procedures and court cases.

Highlights

• Report type comparison options
• Report layout and design
• Multiple value fields
• Calculated fields
• Calculated items

Prerequisites

Excel Power User Modules 7 or knowledge of the topics covered.

Designed For

Accounting professionals who use Excel for Windows.

Objectives

• Identify the three PivotTable report layout formats.
• Recall the operator that causes Excel to create absolute, structured table references.
• Distinguish between calculated fields and calculated items.

Preparation

None.

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.