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#1
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Categorization of expenses.
I wish to sum various categories of tax-related expenses for my accountant to
do my 1040 and related forms. Can you suggest a simple way to do this with Excel? I have never used Excel before now. |
#2
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Hi, John. Try Subtotals.
http://www.officearticles.com/excel/...soft_excel.htm ******************* ~Anne Troy www.OfficeArticles.com "John Henry" <John wrote in message ... I wish to sum various categories of tax-related expenses for my accountant to do my 1040 and related forms. Can you suggest a simple way to do this with Excel? I have never used Excel before now. |
#3
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I don't know what a 1040 form is all about so I'll have to do a bit of
guessing. You need some helper columns Column A - Your input (a description of the expense) Column B - Your input (the amount) Column C - Your input a four character code Postage & stationery - post Stock - stoc etc.etc Column D - Formula =IF(c1="post",b1) Column E - Formula =IF(d1="stoc",b1) etc.etc The totals of each column can then go onto the form. Regards. Bill Ridgeway Computer Solutions "John Henry" <John wrote in message ... I wish to sum various categories of tax-related expenses for my accountant to do my 1040 and related forms. Can you suggest a simple way to do this with Excel? I have never used Excel before now. |
#4
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Hi Bill,
The 1040 is the US income tax form, I guess it's not glamorous enough to be mentioned by name on the TV or in movies. The filing date for individuals is April 15th for the previous calendar year. |
#5
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Thanks, I guessed it was something like that. Hope my outline gave you
enough of a steer. Regards. Bill Ridgeway Computer Solutions "David McRitchie" wrote in message ... Hi Bill, The 1040 is the US income tax form, I guess it's not glamorous enough to be mentioned by name on the TV or in movies. The filing date for individuals is April 15th for the previous calendar year. |
#6
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Hi Bill,
John is the Original Poster, I can't answer for him. My own experience for individual taxes is that you basically make a nice list that the accountant uses as a checklist to check his totals to yours. The accountant will work off of the actual forms as much as possible. Some things that you have to itemize: are the kinds of things that might be attached to the forms, so it is best not to have everything in one big list, but separate lists to match the forms. "Bill Ridgeway" wrote Thanks, I guessed it was something like that. Hope my outline gave you enough of a steer. "David McRitchie" wrote The 1040 is the US income tax form, |
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