Excel Power User Module 9: PivotTable Wrap-Up and Web Data
Available Until
Self-study
2.00 Credits
Member Price $69.00
Non-Member Price $89.00
Overview
Preparing corporate income taxes requires a shift in mindset from individual tax preparation and compliance. Learn the concepts and tools necessary to support clients or businesses. Key topics include capitalization, depreciation, carrybacks and major book-to-tax issues involving corporations and Form 1120 preparation. Examine practical spreadsheet approaches that allow practitioners to efficiently and effectively manage book vs. tax differences (M-1 or M-3 items). Cover the impact of new tax law changes with ideas for client consideration. Additionally, dive into a complex corporate return case study, including a discussion of identifying book-to-tax differences and self-review tips. Discuss certain elections and a brief overview of mergers and acquisition issues. Focused on concepts with the presentation in the return, not how to input in return.
Highlights
- Show values as
- Sorting
- Filtering
- Hybrid reports with GETPIVOTDATA
- Web data
Prerequisites
Excel Power User Modules 8 or knowledge of the topics covered.
Designed For
Accounting professionals who use Excel for Windows.
Objectives
- State the process for displaying PivotTable report values as a percentage of the report total.
- Identify the default sort order of a PivotTable.
- Recall three ways to filter a PivotTable report.
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.
Non-Member Price $89.00
Member Price $69.00