• Navigate Working Papers interface
• Create new files from client data and templates
• Import client data
• Create groupings and firm standard account properties and apply them to the accounts
• Manage the Document Manager adding, deleting and moving documents as required
• Add client adjusting entries, including normal, reclassifying, unrecorded –proposed, and tax entries
• Prepare client write-up
• Create automatic reports driven from the client data assign to firm standard groups
• Prepare an export file that contains tax return information for importing into a variety of tax software packages
• Add comments to the file via annotations, commentary and issues
• Track file usage through file history options
• Create and manage PDF documents and integrate them with a document management system
• Repair a file
• Collaborate with team members in a file using SmartSync
• Manage a consolidation
• Process a year-end close, lockdown and archive information that is not required out of the completed file

“Group Internet Based” – provided in accordance with NASBA’s Guidelines.

Learn more about available Instructional Delivery Methods

16 CPE Hours in Specialized Knowledge-Technical in accordance with NASBA 50-minute hours in order to accommodate mandatory breaks during the training session. In order to receive CPE, individual attendees must meet certain attendance and participation requirements.

How do I get my CPE?

For optimum success in any of our programs, we recommend basic computer literacy as defined by the Internet and Computing Core Certification (IC3) or equivalent proficiency. Registrants will be expected to have these skills and if they do not experience success during the course delivery due to a lack in this knowledge area, the attendee risks losing refund and course completion eligibility.

Additional proficiency should include:

• Microsoft Excel (familiar with data entry, formulas, common file types, etc)
• Microsoft Word (familiar with word processing, common file types, and style Sheets)
• Basic Accountancy/ Bookkeeping
• For best learning – Governmental and True Fund Accounting
• Internet browsers such as Chrome and Internet Explorer
• Basic Digital Document Management Principles

As this is the most basic Caseware course, No Software Proficiency is Required, but attendees are encouraged to go over Caseware’s “Getting Started Guide” before attending.

Intermediate

In accordance with our Content Development Policies