HomeQuickBooks AdvisoryQuickBooks for Tax Season Workshop

QuickBooks for Tax Season Workshop

  • May 26, 2024 - May 29, 2024
  • 9:00 am - 2:30 pm
  • 37, Bir Uttam C.R. Dutta Road, Nahar Plaza (Lift -9), Room-1001, Dhaka, Bangladesh
  • +8801711051276
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Event Description

Prepare your business for tax season with confidence in this practical QuickBooks workshop. Designed for small business owners, entrepreneurs, and bookkeepers, this session will walk you through organizing your QuickBooks account, reviewing transactions, and generating the key reports your tax professional needs.

You’ll learn how to identify and correct common bookkeeping issues, properly categorize income and expenses, reconcile accounts, and ensure your financial records are accurate before filing deadlines. Attendees will leave with actionable steps, best practices, and a clear roadmap to streamline tax preparation using QuickBooks.

Day 1 Sun, May 26, 2024
  • 9:00 AM — 12:30 PM
    Room A
    Session 1: Tax Season Overview & QuickBooks Readiness Focus: Understanding what tax-ready books look like Topics Covered: What tax professionals expect from QuickBooks Common tax-season bookkeeping mistakes Overview of required financial reports Understanding income, expenses, and deductions Sales tax vs. income tax basics Outcome: Clear understanding of tax requirements and expectations
  • 12:30 PM — 2:30 PM
    Room A
    Session 2: QuickBooks Setup & Chart of Accounts Focus: Ensuring your QuickBooks file is set up correctly Topics Covered: Reviewing company settings and preferences Chart of Accounts: structure and best practices Proper account mapping for tax purposes Reviewing opening balances Hands-On Activity: Audit and adjust participant QuickBooks setup Takeaway: Tax-ready setup checklist
Day 2 Mon, May 27, 2024
  • 9:00 AM — 12:00 PM
    Room B
    Day 2: Transaction Cleanup & Reconciliations Session 3: Categorizing Transactions Correctly Focus: Cleaning up income and expenses Topics Covered: Reviewing uncategorized transactions Correct expense categorization for deductions Handling owner contributions and draws Managing personal vs. business expenses Hands-On Activity: Guided transaction cleanup Takeaway: Monthly categorization workflow
  • 12:00 PM — 2:30 PM
    Room B
    Session 4: Bank & Credit Card Reconciliations Focus: Ensuring accuracy and completeness Topics Covered: Why reconciliations matter for taxes Step-by-step bank reconciliation process Credit card reconciliation best practices Identifying duplicates, missing, or incorrect entries Hands-On Activity: Live reconciliation walkthrough Takeaway: Reconciliation checklist
Day 3 Tue, May 28, 2024
  • 9:00 AM — 12:30 PM
    Room C
    Day 3: Payroll, Contractors & Tax Reporting Session 5: Payroll & Contractor Compliance Focus: Employee and contractor tax responsibilities Topics Covered: Payroll setup and year-end review Understanding W-2 requirements Contractor payments and 1099 preparation Common payroll tax mistakes Outcome: Payroll and contractor compliance confidence
  • 12:30 PM — 2:30 PM
    Room C
    Session 6: Key Tax Reports in QuickBooks Focus: Generating and reviewing tax reports Topics Covered: Profit & Loss report review Balance Sheet overview General Ledger importance 1099 and payroll reports Customizing reports for accountants Hands-On Activity: Running and exporting reports Takeaway: Accountant-ready report package
Day 4 Wed, May 29, 2024
  • 9:00 AM — 12:00 PM
    Room D
    Day 4: Year-End Review & Future Planning Session 7: Year-End Review & Issue Spotting Focus: Final review before filing Topics Covered: Year-end review checklist Identifying red flags and inconsistencies Understanding adjusting entries (high-level) Reviewing retained earnings Outcome: Confidence in year-end accuracy
  • 12:00 PM — 2:30 PM
    Room D
    Session 8: Working With Your Tax Professional & Next Steps Focus: Smooth handoff and future success Topics Covered: Best practices for sharing QuickBooks access What to send your accountant Document storage and audit readiness Building habits to stay tax-ready year-round Wrap-Up Activity: Action plan for the upcoming tax year Final Q&A Final Takeaways: Year-end close checklist Tax-season action plan
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2024-5-2914:302024-5-2914:30Europe/London QuickBooks for Tax Season Workshop Get tax-ready with confidence. This hands-on workshop is designed to help small business owners and bookkeepers use QuickBooks efficiently during tax season. 37, Bir Uttam C.R. Dutta Road, Nahar Plaza (Lift -9), Room-1001, Dhaka, Bangladesh
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