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In this week’s training, I will show you how to organize your tax documents with this amazing Excel tax document manager in Excel.

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TIMESTAMPS:
0:00 – Introduction
0:36 – Overview
4:04 – Worksheet Design
32:17 – Named Ranges Explanation
35:00 – Offset Document ID
39:09 – Start of VBA
40:03 – Year & Document Selection Change Worksheet
48:02 – Worksheet Change Event
52:20 – Load Tax Years
1:02:03 – Document Load List
1:08:17- Document Load
1:14:41 – Show Document Preview
1:27:54 – Browse for Document Folder
1:30:45 – Browse for Document File
1:45:04 – Save & Update Document
1:57:00 – New Document
1:59:33 – Delete Document
2:03:25 – Show Tax Summary
2:07:48 – Refresh Tax Summary
2:15:30 – Print Tax Summary
2:19:07 – Zip & Email Tax Summary

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Randy Austin
#IncomeTax #TaxPlanning #TaxCompliance #TaxPreparation