Topics covered include:
Access to the Client's QuickBooks Data;
-On-Site Which Payroll Subscription?;
-Copy of File Added to Your QuickBooks Accountant Enhanced Payroll Subscription;
-Confirm Payroll Subscription is Active and Current;
-Enter After-the-Fact Payroll Records;
-Optional: Setup Client for Manual Payroll (no Subscription, Automation or Form Fill)
Review Payroll for Accuracy;
-Efficient Method to Review Uncleared Pay Checks;
-Verify that Payroll Items have Correct Rates and Tax Tracking Type Assigned;
-Compare Current Payroll Totals to Previously Filed Quarters;
-Confirm Payroll Liabilities are Scheduled and Paid;
-How to Properly Adjust Payroll Liabilities;
-How to Correct Payroll Liability Payment Errors;
Review the Client's Financials Prior to Filing;
-Review Payroll Item List;
-Financial Reports to Review for Payroll Accuracy;
-Helpful Excel Payroll Pivot Tables for Payroll Data;
Year-end Payroll Process;
-Prepare Bonus Net-to-Gross Checks;
-Sign Up for E-Pay and E-File;
-Adjust Reported Totals on Payroll Forms;
-Print or E-File Payroll Forms for Federal and State.
Upon completing this course, you should be able to:
Recognize the proper payroll subscription needed for you and your client to collaborate on payroll;
Identify considerations when reviewing the payroll setup for accuracy in your client's file;
List the reports that are useful when reviewing payroll financials;
Identify the process for completing year-end payroll tasks;
Identify a characteristic or functionality of Intuit QuickBooks Payroll Basic;
Differentiate the types of Intuit QuickBooks payroll subscription software can process up to 50 client EIN's;
Identify a process for reviewing payroll accuracy;
Recognize correct statements with respect to reviewing financials;
Identify a specific year-end payroll process;
Describe which QuickBooks solution to recommend to your client;
Differentiate additional functionalities of the QuickBooks Payroll Enhanced solution over the QuickBooks Payroll Basic solution;
Recognize how many EIN's Intuit Enhanced Payroll for Accountants can process;
Identify the first requirement of QuickBooks Desktop when correcting payroll liability payment errors;
Describe which tool should be run before preparing payroll reporting forms;
Recognize what you should compare balance sheet accounts to when reviewing financial reports;
Identify when you should compare wage totals and tax totals.
$ 34.00
Course is unavailable for purchase.
NASBA Field of Study
Computer Software & Applications
Level
Intermediate
CPE Credits
2.0
Prerequisites
Must be familiar with QuickBooks.
Last Updated
07/30/2018
12845
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