You just opened a small tax practice and discovered your clients are presenting you with a wide variety of receipts, documents, etc. to be used to prepare their tax returns
You just opened a small tax practice and discovered your clients are presenting you with a wide variety of receipts, documents, etc. to be used to prepare their tax returns. You want to be able to work more efficiently and to do data analysis later on their information so you decide to do some research and create a client input form using Excel (you may select any area you feel is appropriate ex. track mileage, expenses, fixed assets, etc) for your clients to use that relates back to a specific tax code. Make sure the form you create is user friendly since most of your clients have little to no tax knowledge and design the form so that you can apply data analysis techniques later.
· Review the video above and using authoritative sources to back up your position, justify the need for this standardized client input form for your tax clients based on a specific tax code section. Once you have established the information you would like your tax clients to track for you throughout the year, create an input form in Excel based on the steps in the video. As part of your discussion explain why you selected the particular fields in this form as they relate to the specific tax code section you selected and explain the overall design of your form as far as easy for clients to use. Upload a copy of your Excel file with at least 5 entries for others to view and comment.
How to create Data entry form in Microsoft Excel
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