Fill & Sign Forms-Adobe Acrobat DC
Fill and Sign PDF Forms Open the PDF that you want to fill in and sign using Adobe Acrobat DC. Click the Fill & Sign tool located in the right hand pane. Click in a field and start typing.Adobe may suggest responses based upon previously entered data or stored...
Find & Select Constants
I just discovered this little timesaver and thought I would share it with you. Okay, to be honest, my husband told me about it. Suppose you have an Excel spreadsheet and you have a number of product codes all in one row and need to break them out. You can do text to...
Let’s Get Rid of =GetPivotData
=GetPivotData If you use pivot tables a lot, then you have run into the GetPivotData formula. The other day, I was trying to create a formula referencing some pivot table cells and the GetPivotData formula popped up when I did not want it to. Today, I read Debra...
Qualified Business Income
Need Info on Qualified Business Income? A lot of people have been asking about Qualified Business Income recently and one of our authors, Paul Winn CLU ChFc has nicely offered us an excerpt from his course Tax Cuts and Jobs Act -Individual Tax Preparation. Qualified...
What is a Pivot Table?
I have had a couple of people ask me what a pivot table is so I made a short video that walks you through the basics. One key bit of information that I left out of the video is that if your underlying data changes, all you have to do is right-click the pivot table and...New Excel Functions Coming!
New Functions in Excel I just read a tweet from David Ringstrom and Joe McDaid about dynamic arrays and new Excel functions that are coming soon. Truly amazing and a huge time saver for many. Check out this article which shows how each of the formulas works:...Inflation Adjusted Limits and Thresholds
One of our authors, Paul Winn, recently sent me tax information. The IRS recently sent notification of modified revisions of inflation-adjusted limits and thresholds to reflect the change in calculating inflation from the previous method to the Chained Consumer Price...
Adding VLookup as a Control for Your Month-End Workpapers
VLOOKUP As a CONTROL When closing for the month, many use an Excel workbook to reconcile balances to the general ledger. As the general ledger changes, do you have a process in place to easily determine that balances previously reconciled still tie to the general...