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

4.65 (20 reviews)
Udemy
platform
English
language
Taxes
category
QuickBooks Desktop – Export Directly to Tax Software Lacerte
16,504
students
5.5 hours
content
Dec 2020
last update
$84.99
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

Reviews

Adebayo
May 3, 2022
The importing and the adjusting of Auto-expenses, Utilities and home office deductions were well explained
Faith
October 27, 2021
It is a good match for anyone interested in bookkeeping and the instructor so far is clear and easily understood.

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Related Topics

3619470
udemy ID
11/7/2020
course created date
12/1/2020
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