This webinar is part one of a two part Bookkeeping Basics for the Tax Preparer webinar series which can be purchased using this link:

Part 1:

Introduction and Terminology
1) Understand who a bookkeeper is and what their role is
2) Learn about the Chart of Accounts, and what Debit and Credit entries are
3) Discover what T accounts are, and see them used in various examples
4) Understand what different accounting methods can be used and their differences
5) Review different Financial statements and learn about their key elements

Transactions – Receipts, Expenditures, and Coding
1) Understand the basics about coding receipts
2) Discover examples in coding various sale types using T accounts, and see their differences
3) Learn basics about disbursements, and discover how to code these transactions
4) Understand what a Timing and Capitalization are, and the importance of having one
5) Understand the importance policy documentation as it relates to transactions

Sales and Use Tax
1) Learn the basics about what Sales Tax and Use tax is, and the legal precedent that causes it to
2) Discover what Nexus is and the differences in the different types of Nexus, and what a Home
Rule location is
3) Understand the difference between taxable and nontaxable items for sales and use tax
4) Learn basics about recording sales tax transactions using T account examples
5) Learn some ways sales tax is reported to different taxing agencies
Tanya is a nationally recognized tax professional and frequent speaker on a variety of tax topics and representation. She has been an Enrolled Agent with the IRS since 2006 and received her Bachelor’s degree in Public Accounting and Business Administration from Colorado Mesa University. Tanya founded Tax Edge, an accounting, tax, and representation firm in her hometown of Grand Junction CO, expanded it to a second office in Delta CO and has been practicing over 30 years now, giving her a wide range of knowledge and experience to draw from. She helps guide clients across the US and even a few internationally in the areas of accounting and payroll, personal, business, and non-profit tax preparation, planning, consulting and representation as well as solving their complex tax problems.

Tanya is a CTRS – Certified Tax Resolution Specialist, a NTPI Fellow, and is a member in good standing of the National Association of Enrolled Agents (NAEA), National Society of Accountants (NSA), The American Society of Tax Problem Solvers (ASTPS), the National Society of Tax Professionals (NSTP), and the National Association of Tax Professionals (NATP). She also serves on the board of directors for a variety of local and national non-profits and volunteers with Search and Rescue in Mesa County to give back to her community.

Ms. Baber enjoys teaching advanced level classes to CPA’s, Enrolled Agents, Accountants, and other individuals seeking continuing education credits. She also consults with many accountants on their own resolution cases and provides solutions for their client’s tax and representation difficulties.
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