42
Welcome
Begin with End in Mind
Overview of Course
Lesson Overview
Create a Notebook to Store your 1040 Data Grids
Add the Section Groups and Sections
Downloading the Template
Customize the 1040 Data Grid for your Firm's Use
Optional Training
Lesson Overview
Copy the firm template into the client section
Add client hyperlinks to the grid
Processing the Information Queue
Screen clip information from the Liscio Queue into the Grid
Dealing with Full Page Documents (K-1s)
Adjust the size of the screen clips
Side-by-Side Workpapers
Draw Ribbon Limitations
Prerequisites if needed
Lesson Overview
Requesting information from your client
Requesting information from a co-worker
Viewing all Outstanding Tasks and Questions from Clients and Co-Workers
Use Color Coding to Track your Progress
Building the Knowledge Base
3 Quick Tips for Tax Preparers
Extra Credit Learning
Lesson Overview
Consistency Improves Efficiency and Effectiveness
Side by Side Workpapers
Reducing the Excess Noise Leaves What's Important
Capture Information Throughout the Year
Copy of Use Color Coding to Track your Progress
Document and Share your Knowledge
Lesson Overview
Creating a Permanent Record of your Workpapers
"Rolling" over the workpapers for year 2
Saving Notes for the upcoming tax season
1040 Grid Basics - Quick Review
1040 Grid Basics - Quiz
Thank You!
Other Information
42
Welcome
Begin with End in Mind
Overview of Course
Lesson Overview
Create a Notebook to Store your 1040 Data Grids
Add the Section Groups and Sections
Downloading the Template
Customize the 1040 Data Grid for your Firm's Use
Optional Training
Lesson Overview
Copy the firm template into the client section
Add client hyperlinks to the grid
Processing the Information Queue
Screen clip information from the Liscio Queue into the Grid
Dealing with Full Page Documents (K-1s)
Adjust the size of the screen clips
Side-by-Side Workpapers
Draw Ribbon Limitations
Prerequisites if needed
Lesson Overview
Requesting information from your client
Requesting information from a co-worker
Viewing all Outstanding Tasks and Questions from Clients and Co-Workers
Use Color Coding to Track your Progress
Building the Knowledge Base
3 Quick Tips for Tax Preparers
Extra Credit Learning
Lesson Overview
Consistency Improves Efficiency and Effectiveness
Side by Side Workpapers
Reducing the Excess Noise Leaves What's Important
Capture Information Throughout the Year
Copy of Use Color Coding to Track your Progress
Document and Share your Knowledge
Lesson Overview
Creating a Permanent Record of your Workpapers
"Rolling" over the workpapers for year 2
Saving Notes for the upcoming tax season
1040 Grid Basics - Quick Review
1040 Grid Basics - Quiz
Thank You!
Other Information