Udemy

Platform

English

Language

Taxes

Category

QuickBooks Desktop – Export Directly to Tax Software Lacerte

How to set up tax line mapping for a sole proprietorship and S Corporation & export data to tax software

4.60 (5 reviews)

QuickBooks Desktop – Export Directly to Tax Software Lacerte

4771

Students

5.5 hours

Content

Dec 2020

Last Update
$94.99
Regular Price


What you will learn

Options to get access to QuickBooks Desktop including a free 30 day trial

How to setup tax line mapping in the chart of accounts for a sole proprietorship

How to export data from QuickBooks Desktop to tax software for an S Corporation

How to export data from QuickBooks Desktop to Excel For an S Corporation

How to setup tax line mapping in the chart of accounts for an S Corporation

How to export data from QuickBooks to tax software for an S Corporation

How to export data from QuickBooks to Excel for an S Corporation

How to enter adjusting entries and tax entries for an S Corporation


Description

The course will discuss options for getting access to QuickBooks desktop software including a free 30-day test period offered by Intuit, the owners of QuickBooks Desktop.

Learners will know how to set up tax line mapping for a sole proprietorship and S Corporation, tax line mapping allowing users to export financial data from QuickBooks directly into tax software.

We will be using Lacerte tax software for our examples. Lacerte tax software is owned by Intuit and a 30-day free trial may be available to test out Lacerte tax software as well.

We will export financial data from QuickBooks to Lacerte tax for both a sole proprietorship and an S Corporation.

The course will also demonstrate how to export financial data to Excel and create supporting tax worksheets that show tax adjustments and reconcile financial statements for book purposes and financial statements for tax purposes.



Content

Overview

.20 Download Free or Paid QuickBooks Pro 2021

.30 Install QuickBooks Pro 2021

.40 Increase Size of Icons

1205 Tax Line Mapping Overview

Tax Line Mapping - Review Chart of Accounts for Sole Proprietorship

1210 Tax Line Mapping Examine Chart of Accounts After setting up New QuickBooks

1215 Tax Line Mapping Form 8829 Expenses for Business Use of Your Home

Export From QuickBooks to Tax Software (Lacert) & Excel

1220 Tax Line Mapping Export to Tax Software (Lacerte)

1225 Tax Line Mapping Export Trial Balance to Excel

1230 Tax Line Mapping Format Trail Balance in Excel

Adjustment for Business Use of Home, Meals, & Charitable Contributions

1235 Tax Line Mapping Tax Entry for Business Use of Home

1240 Tax Line Mapping Tax Entry for Meals

1245 Tax Line Mapping Charitable Contributions

Tax Line Mapping For S Corporation Overview

1250 Tax Line Mapping Setup New QuickBooks File S Corporation

Add Accounts, Tax Mapping, & Data to QuickBooks

1255 Tax Line Mapping Enter Accounts, Tax Mapping, & Data

1260 Tax Line Mapping Enter Account Balance Data

Export From QuickBooks to Tax Software (Lacert) & Excel

1265 Tax Line Mapping Export Data From QuickBooks to Tax Software

1270 Tax Line Mapping Export Data From QuickBooks to Excel S Corp

1275 Tax Line Mapping Format Tax & Adjusting Entry Excel Worksheet

Adjusting Entries for Depreciation

1280 Tax Line Mapping Adjusting Entry Depreciation Overview

1285 Tax Line Mapping Adjusting Entry Book Depreciation

1290 Tax Line Mapping Tax Entry Tax Depreciation




Coupons

StatusDateDiscount
Expired12/2/2020100% OFF
Expired12/11/202095% OFF
Expired1/1/202195% OFF
Expired1/28/202195% OFF
Expired3/10/2021100% OFF
Expired4/7/2021100% OFF

3619470

Udemy ID

11/7/2020

Course created date

12/1/2020

Course Indexed date
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