|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/quickbooks-desktop-pro-2019-personal-tax-tracking-tricks/
课程评论：没有评论
**课程名称：** QuickBooks Desktop Pro - 个人税务追踪技巧 **课程概述：** 本课程旨在教授学员如何利用 QuickBooks Desktop Pro 软件，高效地追踪个人税务相关项目以及企业开支。通过学习本课程，您将能够将大部分的年终税务准备材料集中在一个组织良好的地方，从而简化税务申报过程。 虽然在会计和簿记领域，将个人财务与企业财务完全分开是行业惯例，但许多小型企业仍主要依赖 QuickBooks 来满足年终税务申报的需求。本课程提供的系统化方法，能够帮助您在一个平台上同时管理业务和部分符合条件的个人税务项目，从而节省时间和精力。 对于专业的簿记员而言，掌握这些技巧将有助于在竞争中脱颖而出，通过提供增值服务来满足客户更多元化的需求，即使初期设置需要一些时间，但一旦系统建立，对客户而言将是极大的便利。 本课程将介绍两种在企业 QuickBooks 文件中追踪个人税务项目的实用方法： 1. **利用权益提款账户（Equity Draws Accounts）：** 探讨如何通过设置和管理权益提款账户来区分和追踪个人与业务交易。 2. **利用 QuickBooks 类（Classes）：** 演示如何运用 QuickBooks 的“类”功能，将个人税务相关项目进行分类和追踪，从而实现清晰的财务管理。 两种方法各有优劣，学员可以根据自身需求和偏好进行选择。 QuickBooks 在追踪企业开支（可视为与企业相关的抵扣项，例如个体经营者在 Schedule C 上申报的项目）方面表现出色。然而，企业主在日常经营中可能还会涉及多项个人抵扣项目，例如慈善捐赠、医疗支出、育儿费用、教育费用、退休金缴款以及州税等。本课程将指导您如何利用 QuickBooks 追踪这些个人支出，与企业支出一并管理。 **核心内容：** * 在 QuickBooks 中有效区分和追踪个人税务项目与企业开支。 * 学习两种不同的 QuickBooks 追踪个人税务项目的实用方法。 * 了解权益提款账户在个人财务追踪中的应用。 * 掌握使用 QuickBooks “类”功能进行个人税务项目分类的技巧。 * 识别并追踪常见的个人税务抵扣项，如慈善捐赠、医疗支出、教育支出等。 * 提升年终税务准备的效率和准确性。 * 为专业的簿记员提供差异化服务的新思路。 **预期收获：** 完成本课程后，您将能够熟练运用 QuickBooks Desktop Pro，更轻松、更有条理地管理个人税务相关支出，为企业主的年终税务申报提供更全面的支持。
Use QuickBooks to track personal tax item as well as business expenses easily, so that we have more of our year-end tax preparation materials in one place that is well organized. Tracking personal tax-related items in a business QuickBooks account is actually a highly controversial topic in the world of accounting and bookkeeping, the conventional wisdom being that we should separate any personal items from the business files as much as possible, whether they be tax related or not. Many small businesses use QuickBooks primarily to help with year-end tax documentation needs, however, and a system that can achieve more of these needs in one place will be worth the time to learn. Professional bookkeepers can use these methods to help differentiate themselves from the competition by providing more service that client will greatly appreciate for minimal extra effort once the system is set up. We will provide two methods for tracking personal tax items in our business QuickBooks file and let you decide if either of these methods will work well for your needs. One method will work with equity draws accounts and the other method will utilize QuickBooks classes to track personal tax-related items in the business QuickBooks file. Both methods have their pros and cons and the choice between the two will come down to the individual needs and preferences of the business and bookkeeper. QuickBooks does a great job of tracking business expenses which we can also think of a business-related deductions, deductions a sole proprietor would report on a schedule C. There are many other personal deductions a business owner may want to track as they are paid, however. For example, a business owner may want a system for tracking charitable payments, medical payments, child care payments, college costs payments, retirement plan payments, and state tax payments. QuickBooks can help to track these personal payments as well as business payments, and we will provide methods for doing so.
