Description:
This course explores functions in Excel that CPAs should use to enhance productivity and ensure accurate answers when working with data. Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Formulas are instructions given to Excel to perform calculations.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: Patricia McCarthy

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 07/22/2015

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Objectives:
1. Recognize functions used to sum and count data and their uses
2. Define logical functions to locate items to test and to locate and handle exceptions
3. Define text functions to manipulate text data
4. Define the vlookup function and a combination of the index and match functions
5. Compute a payment, rate, term, present value or future value using time value of money functions

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.