If we are a business owner who would like a simple system to track not only business related items, but also personal items, including personal income tax items into one system into one QuickBooks account, or a bookkeeper who would like to differentiate ourselves from the competition by providing a service that many small businesses would want and enjoy, but which many bookkeepers do not have the skill to provide, then this course, is a course for us. The problem that many small businesses face is that they need to provide tax documentation or records for the tax documentation to be completed at the end of the year. The business documentation is not a problem because we have QuickBooks to help us to organize that information in a format that can be used to prepare the tax documentation. However, there are also many items within the tax documentation that are more personal related that aren't related to the business specifically for example we may be asked to gather items related to a Schedule A on an individual tax return.

And those will be items that won't be included typically in the QuickBooks file that is related to the business. And therefore we as the owner are forced to look around in other areas in our personal records to see if we can find the information necessary to fill out these tax documents. And as we do so, we may question whether or not this information is accurate or not. And once we have this information, there are other schedules that may be asked for and we may need to include documentation for them as well. This can be frustrating. What we would like to do is use the QuickBooks file to organize and gather not only the business information which QuickBooks does well but also to gather the specific personal information the information that we know we're going to need at your in the same place in the same file to make the year in process as easy as possible.

To achieve this goal we have designed it two methods one being an equity draws method, the other utilizing the classes function within QuickBooks, who will we be learning from? We'll be learning from a Certified Public Accountant someone who has a chartered Global Management accountant designation the Masters of Science in taxation certified post secondary instructor and curriculum development expert someone who has experienced putting together courses courses of a technical nature courses that need to be taught in some type of linear fashion in such a way that students get from them what they want. Please join us for QuickBooks desktop pro 2019 personal tax tracking tricks. It will be great