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Excel for Tax PracticePracticeGuru Learnings

PracticeGuru Learnings · Course

Excel for Tax Practice

Do in 10 minutes what takes your staff an afternoon. Every lesson uses a real office task: bank statements, registers, fee lists and due dates, with a practice file to try it.

  • 13 short lessons
  • about 2.9 hours in all
  • a practice workbook and 4 office templates
  • for articles, juniors and partners

7-day money-back guarantee: 100% refund if you ask within 7 days of paying.

Read first lesson free Buy · Rs. 999 + GST

What you will do

Each lesson ends with a "Do this today" box and a practice sheet. By the last lesson your office has a clean client master, a fee register, a work tracker, a DSC register and a due-date tracker that update themselves.

  1. Free Excel habits that save an hour a dayTables, filters, Flash Fill and 10 shortcuts every office needs. · 12 min
  2. 01 Clean data from portals and banksFix text dates, spaces and numbers stored as text, without breaking IDs. · 15 min 🔒 Paid
  3. 02 Sorting, filtering and duplicatesMulti-level sort, smart filters and finding repeated invoice numbers. · 12 min 🔒 Paid
  4. 03 Lookups: XLOOKUP and VLOOKUPPull names, rates and status from another list in one formula. · 15 min 🔒 Paid
  5. 04 Matching two listsFind what is in one list but not the other: books vs statement. · 15 min 🔒 Paid
  6. 05 Pivot tablesParty-wise and month-wise totals in two minutes. · 15 min 🔒 Paid
  7. 06 IF, SUMIFS and COUNTIFSFee due by client, slabs and ageing buckets. · 15 min 🔒 Paid
  8. 07 Dates and deadlinesDays left, month ends and what is due this week. · 12 min 🔒 Paid
  9. 08 Power Query: combine filesCombine 12 monthly files in one click and refresh next month. · 15 min 🔒 Paid
  10. 09 Checking work: audit toolsTrace formulas, find errors and hard-coded numbers. · 12 min 🔒 Paid
  11. 10 Office templates that lastFee register, client master, work tracker and DSC register. · 12 min 🔒 Paid
  12. 11 Charts and a one-page summaryA clean chart and a summary that prints properly. · 12 min 🔒 Paid
  13. 12 Excel with AI, and safe filesLet AI write formulas without leaking data; protect files the right way. · 12 min 🔒 Paid

Who made this

The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Every formula is shown for new Excel (Microsoft 365 / 2021) and for older Excel 2016 / 2019. Practice files use made-up data only.