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Category: Yearend Planning Income and Tax Projections

I’ve compiled a course, based on several webinars we did, so you have them all in one place, sequentially, and of course, you have access to the templates.

Posted on August 26, 2017August 26, 2017

Lesson 05 – Chris Ragain – Tax Planner Pro

Get the Templates

 

Google Sheets template:

Click File – Make a Copy to make it your own

Then check your My Drive Folder in Google Docs

 

 

For the Excel template:

click the icon to download it

Posted on August 26, 2017August 26, 2017

Lesson 04 – Understanding Your Tax Returns with Chris Ragain & Mariette Martinez

Get the Templates

 

Google Sheets template:

Click File – Make a Copy to make it your own

Then check your My Drive Folder in Google Docs

 

 

For the Excel template:

click the icon to download it

Posted on August 26, 2017August 26, 2017

Lesson 03 – Tax Projections Update and QuickBooks Self Employed with Mariette Martinez

Get the Templates

 

Google Sheets template:

Click File – Make a Copy to make it your own

Then check your My Drive Folder in Google Docs

 

 

For the Excel template:

click the icon to download it

Posted on August 26, 2017August 26, 2017

Lesson 02 – What do Tax Projections, Microsoft Excel, and Qbox Have in Common?

Get the Templates

 

Google Sheets template:

Click File – Make a Copy to make it your own

Then check your My Drive Folder in Google Docs

 

 

For the Excel template:

click the icon to download it

Posted on August 26, 2017August 26, 2017

Lesson 01 – Creating the Tax Planning Template

Get the Templates

 

Google Sheets template:

Click File – Make a Copy to make it your own

Then check your My Drive Folder in Google Docs

 

 

For the Excel template:

click the icon to download it

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