Tax Return Tracking Solution Using Microsoft Lists, Webinar

Tax Return Tracking Solution Using Microsoft Lists, Webinar
December 16, 2021
01:00 PM - 03:00 PM
Online
38 SPACES LEFT
$89 Members
$89 Non-Members

EVENT DESCRIPTION

The attendee will learn how to use Microsoft Lists in creating customize tax return trackers for both individual and business tax returns. They will also learn about data validation in Excel to make sure their information is consistent before importing to Lists.

EVENT OBJECTIVE

Keeping track of the workflow of your tax returns can be a difficult process, especially with people working in multiple locations. Excel is a common tool, however, it's difficult to use when you have multiple users.

You will
• get two templates for tax return tracers (individual & business)
• learn how to customize them for you firm
• Learn data validation in Excel to create consistent data
• Learn how to import the templates into Microsoft Lists and customize the columns
• Learn how to add additional custom columns to track other items about your returns
• Learn how to apply formatting, sorting, filtering and grouping to create custom view for every need.

EVENT DETAILS

Company:
Point7Seconds

Number of Hours:
2 (Recommended)

Prerequisite:
Knowledge of Microsoft Lists

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group Internet Based

Number Of Days:
1

Food Included:

Seminar Number:
2838

Early Cut Off Date:
12/13/2021

Phone:

Venue:
Online Group Internet Based ,

Accommodations:
,

Recommended For:
CPAs (2)

Approved By:
NASBA