Consistently and Automatically Map Client Data

Transcription

1 November 28, 2016 Presented by Jeff Lenning, CPA, CITP Thank You! Thank you for participating in today s CCH Webinar. If you need technical support during today s program, please call Please check out additional programs at CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

2 Getting the Best Audio Experience The primary audio connection for today s program is streaming via your computer. Please refer to the audience chat in the webinar for the back-up phone number to use if you are unable to listen to the steaming audio. As audience members, you will be in a listen only mode throughout the program, for those who have connected to this webinar via the telephone, and are listening on a speaker-phone that has a mute or mic-off button, it s usually a good idea to press that button, since some units will clip off the incoming sound when they detect conversation. Need Technical Support? If you need technical support, please call Webinar Instructions Please follow along with our presenter during this program using the presentation materials included in this package. If you have questions during the webinar, you can send them via the Chat Tab and they will be passed along to our presenter for response during the Q&A session at the end of the program. CPE Certificate of Attendance Process Automated Online You will be able to retrieve your CPE certificate for participating in this webinar online and print it and save it right at your desktop after today s webinar. If you are registered to receive a CPE certificate, at the end of today s program, you should return to to retrieve your certificate. The certificate is found along the right hand side of your screen when you close your window at the conclusion of the program. You will need the attendance check items you record during the program on the Attendance Validation Form on the following page please keep this for your files CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

3 Attendance Validations November 28, 2016 At three different points during today s webinar, the program moderator will state a piece of information that you are required to have in order to verify your participation in today s program. We have provided three numbered lines below for recording this information for your records. 1) 2) 3) 2016 CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

4 About Our Speaker Jeff Lenning, CPA, CITP Jeff Lenning, CPA, CITP Jeff Lenning is the author of Excel University ( and has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient through his live CPE session. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology consulting firm. In 2012, he launched Excel University. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and Microsoft Certified Trainer. He has been recognized with the California CPA Education Foundation's Award for Instructor Excellence and Outstanding Webcast Instructor CCH and its affiliates. All Rights Reserved 4025 W. Peterson Avenue, Chicago, IL

5 UPCOMING WEBINARS November 2016 Tue Business Tax Update (Full-Day Course) Bradley Burnett, J.D., LL.M. (Taxation) Wed 30 How to Review Tax Returns: Best Practices Wed 30 Key Tax and Non-Tax Issues for Clients Considering Moving Outside the U.S. Edward Mendlowitz, CPA Marc J. Strohl, CPA Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

6 UPCOMING WEBINARS December 2016 Thu 1 The Landmark Chevron Transfer Pricing Case: Insights and Impact for Multinational Corporations Chris Kinsella Fri 2 New York Sales Tax for Construction Contractors Timothy P. Noonan, Esq. Fri 2 QuickBooks Basics for Accountants Renee Prince, CPA Mon 5 S Corporation Eligibility and Elections James R. Hamill, CPA, Ph.D. Tue 6 Tue 6 CCH Webinars Monthly Federal Tax Update (December 2016) Fundamentals of U.S. International Taxation (Full-Day Course) Mark A. Luscombe, J.D., LL.M., CPA Robert Misey, LL.M., J.D., M.B.A., B.A. Wed 7 S Corporation and Shareholder Tax Reporting James R. Hamill, Ph.D., CPA Wed 7 Avoiding the Referral to the IRS OPR and Defending Your Practice Karen L. Hawkins, M.Ed., M.B.A. Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

7 UPCOMING WEBINARS December 2016 Thu Individual Federal Tax Update (Full-Day Course) Bradley Burnett, J.D., LL.M. (Taxation) Thu 8 Partnership Tax Filing Issues James R. Hamill, CPA, Ph.D. Fri 9 Ethical Issues for Tax Practitioners James R. Hamill, CPA, Ph.D. Fri 9 Nonresident Alien Information Reporting Using Forms 1042-S and W-8 Miles Hutchinson, CGMA Mon 12 C and S Corporation Taxation: A Life Cycle Approach (Full-Day Course) Mon Individual Income Tax Forms and Law Update James R. Hamill, CPA, Ph.D. Claudia Hill, EA, M.B.A. Tue 13 S Corporation Built-In Gains Tax: Rules, Tips and Traps Tony Nitti, CPA, M.S.T. Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

8 UPCOMING WEBINARS December 2016 Wed 14 Introduction to ASC 740/FAS 109 (Half-Day Course) Wed 14 Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers Shamen Dugger, Esq., CPA Marc J. Strohl, CPA Thu 15 Client Template Ideas Jeff Lenning, CPA, CITP Thu 15 Fri 16 CCH Webinars Monthly Federal Tax Update (December 2016-Rebroadcast) When Death Meets Taxes: What to Do When a Taxpayer Dies (Half-Day Course) Mark A. Luscombe, J.D., LL.M., CPA Claudia Hill, EA, M.B.A. Mon 19 Using CCH IntelliConnect to Conduct Federal Tax Research John Payne, Research Consultant Thu 22 Lookup Function Competition VLOOKUP and Alternatives Jeff Lenning, CPA, CITP Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

9 UPCOMING WEBINARS December 2016 Wed 28 How to Have Your Best Tax Season EVER Edward Mendlowitz, CPA Thu 29 A&A Issues and Opportunities for Busy Season Alan W. Anderson, CPA Fri 30 Ethical Issues for Tax Practitioners James R. Hamill, CPA, Ph.D. Fri Individual Federal Tax Update (Full-Day Course) Bradley Burnett, J.D., LL.M. (Taxation) Thank you for attending today s CCH Webinar! Please check out additional programs at CCH and its affiliates. All Rights Reserved 2700 Lake Cook Road, Riverwoods, IL

10 PRESENTATION This presentation and these materials are designed to provide accurate and authoritative information in regard to the subject matter covered. This presentation and these materials are provided solely as a teaching tool, with the understanding that the publisher and instructor are not engaged in rendering legal, accounting, or other professional service and that they are not offering such advice in this presentation and these accompanying materials. Practitioners should always determine and incorporate all of the material facts and circumstances that apply to a particular situation and conduct the necessary research to determine whether any new statutory or regulatory requirements are relevant and should be applied. If legal advice or other expert assistance is required, the service of a competent professional person should be sought.

11 Excel Presented by Jeff Lenning, CPA, CITP Administration Excel versions Presented with Excel for Windows Excel University Selected chapters Workbooks download excel-university.com/cch 2 CCH Webinars

12 Contents Feature Tables Function SUMIFS Technique Mapping 3 Tables Tables.xlsx 4 CCH Webinars

13 Excel University Blog 5 SUMIFS Conditional Summing.xlsx 6 CCH Webinars

14 Excel University Blog 7 Mapping Tables Mapping.xlsx 8 CCH Webinars

15 Excel University Resources 9 Question and Answer Session 11 CCH Webinars

16 Conclusion Tables SUMIFS Mapping 13 CCH Webinars

17 Thank You! Linkedin linkedin.com/in/jefflenning Articles excel-university.com/articles Files excel-university.com/cch Blog excel-university.com/blog Info excel-university.com/training 14 Program Evaluation and CPE Certificate Reminder! You should complete the evaluation, enter your attendance validation codes and download your CPE certificate immediately after the program concludes. Simply close the window and return to to retrieve your certificate. The certificate is found along the right hand side of your screen when you close your window at the conclusion of the program. If you don t have time to complete those steps now, you can always retrieve your CPE certificate at a later time. Simply log into your My Dashboard area of to validate your attendance and print your certificate. 15 CCH Webinars

18 Thank You for Attending Today s Program 16 CCH Webinars