TAX2004 - Writing Project and Presentation
PROJECT INFORMATION:
You are working for a local accountant during tax season and the accountant has asked you to prepare the appropriate tax form for Ace Company. Ace Company is a newly formed handyman business owned by Mr. and Mrs. Becker. Mrs. Becker just enrolled in her first bookkeeping class and created the spreadsheet you were given. As you can see Mrs. Becker left you a note about not paying any taxes this year.
COURSE OBJECTIVES COVERED: 1-7
PROJECT REQUIREMENTS:
This project is split into four (4) parts with one (1) part due each week of the course. Based on your readings, use of technology, literature, and other sources do the following:
1. Update Mrs. Becker's spreadsheet for any adjustments you feel are needed and create a spreadsheet template for her to use next year. Be sure to use proper formulas and formatting to give the documents a professional look.
2. Fill out the appropriate tax form for Ace Company. Mr. Becker is the sole proprietor of Ace Company. Tax forms can be obtained from the IRS website. **Be sure you save the form to your computer BEFORE you fill in any information or your data will be lost when you save the file with the data entered. Once saved, access the saved form from your computer, not the web browser.**
3. Write a short letter to Mr. and Mrs. Becker explaining any changes you made to Mrs. Becker's classification of income and/or expenses and if any additional information is needed from them to complete the tax form.
a. If any adjustments are made to the spreadsheet be sure to reference the reason in your letter so the Becker's understand.
b. If you have any additional questions for the Becker's please list them clearly in the letter.
4. Present your findings as if you were presenting them to the clients and also provide feedback to other students within the Week 4 Discussion Board.
Additional Information:
• The business is located at : 123 First Avenue, Ft. Lauderdale, Fl. 33221
• All materials they purchased initially have been used on the jobs, no material remains.
• To start the company the Becker's purchased the following:
o A small amount of material such as nails, tape, wood, etc. to use on various jobs for $1,300.
o A computer and printer for $1,800, a desk and chair for $1,000, business cards, paper, pens, and other small items for the office for $200.
o Groceries for their personal use from the company checking account since they did not have their personal checkbook with them at the time.
WRITING REQUIREMENTS:
• The letter should be 1-2 pages with references for any adjustments you feel are needed.
• The Becker's have been tax clients for years so the tone of letter should be positive and helpful.
• Include the revised Excel spreadsheet with any adjustments you feel are needed.
• Include an Excel template for Mrs. Becker to use next year with appropriate formulas, formatting, etc.
• All sources used are to be submitted in APA format
• Please use the writing center if needed
TECHNOLOGY/COLLABORATIVE ACTIVITY:
• You will be presenting your findings to the class using some type of visual presentation software with audio.
• You will be using Excel to update the spreadsheet and create a spreadsheet template for Mr. Becker to use next year.
• You will comment to other classmates on their presentations as if you were the Becker's trying to understand any adjustments made and/or answer any questions presented.
Im a little confuse on this assignment it needs to be completed in 4 parts since i cant turn it in all at onece like the instructions says, it has to have a visual presentation with audio.
How to record your presentation for the Writing Project
You will be recording a presentation of your findings as part of your Writing Project. You can use any of the following options to do so but there must be an audio component to your presentation, at minimum.
Attachment:- Tax-2004-Project-Spreadsheet-From-Client.xls