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所在平台: Udemy |
课程主页: https://www.udemy.com/course/partnership-income-tax-form-1065/
课程评论：没有评论
课程名称：合伙企业所得税（表格1065） 课程概述：本课程主要围绕合伙企业的税务申报，特别是税务表格1065的填写过程，提供了一套系统的输入数据流程。通过一个综合案例，课程将演示如何有效地输入合伙企业的数据，以最大程度地减少错误、及时解决问题，并避免重新开始的麻烦。课程内容将涵盖逐项输入M-1调整至税务申报表及Excel工作表，帮助学习者全面理解这些调整的运作。 课程开始时，将对综合问题的数据进行审阅。接着，使用Excel工作表整理信息，并通过Lacerte税务软件输入数据。课程同时提供PDF格式的税务表格，供学习者在学习过程中直接填写。税务表格亦可在IRS网站上找到。 课程将分阶段展示如何输入数据，以降低潜在错误，并及时识别错误以便轻松修正。首先，我们将输入资产负债表，然后根据调整后的试算表输入利润表。随后，课程将系统性地处理Schedule K和M-1调整，对这些调整进行逐步审阅，利用税务表格、软件和Excel工作表进行核对。 课程最后将审核税务表格、Form K-1及基本计算，并演示如何将K-1表导出至合伙企业主的个人Form 1040，展示流转过程。
This course currently consists of a comprehensive problem showing the data input process of a Partnership into tax Form 1065.This course will put together a systematic format of entering data into a Form 1065 that will minimize errors, isolate problems as they happen, and remove the possibility of having to start the process all over again.We will enter each M-1 adjustment individually into both the tax return and an Excel worksheet so that we fully understand how they work.We will start by reviewing the data for the comprehensive problem.Then we will enter the data into an Excel worksheet that will be used to help us organize the information.We will be using Lacerte Tax software to enter the tax data into Form 1065. However, we will also provide PDF files of the tax forms so learners can enter the data directly into the tax forms as we go. The tax forms can also be found on the IRS website.The course will demonstrate how to enter the data into the tax forms in stages to reduce potential mistakes and to identify mistakes as they happen so they can be fixed as easily as possible.We will start the data input with the balance sheet.Then we will enter the income statement as it is formatted in the adjusted trial balance.Next, we will systematically go through Schedule K and M-1 adjustments. We will isolate these adjustments, reviewing them on the tax forms, in the software, and using our Excel worksheet.We will then review the tax forms.Next, we will review the Form K-1s and basic calculations.The course will demonstrate the exporting of the K-1 Form to the individual Form 1040 for an owner of the Partnership, showing the flow through process.
