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.
New courseFirst lesson freeCertificate
- 14 short lessons12 to 15 minutes each
- About 3.2 hours of readingat your own pace
- Bonus filesa practice workbook and 4 office templates
- Who it is forfor articles, juniors and partners
What you need before you start
Who it is for: Anyone in a tax or accounts office: principals, staff and articled assistants.
Device: A laptop
- PaidMicrosoft Excel 2021 or Microsoft 365XLOOKUP, Power Query and some lessons need it.Microsoft Excel
- Free optionGoogle SheetsWorks for part of the course.Google Sheets
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.
- Free Excel habits that save an hour a dayTables, filters, Flash Fill and 10 shortcuts every office needs. · 12 min
- 01 Clean data from portals and banksFix text dates, spaces and numbers stored as text, without breaking IDs. · 15 min 🔒 Paid
- 02 Sorting, filtering and duplicatesMulti-level sort, smart filters and finding repeated invoice numbers. · 12 min 🔒 Paid
- 03 Lookups: XLOOKUP and VLOOKUPPull names, rates and status from another list in one formula. · 15 min 🔒 Paid
- 04 Matching two listsFind what is in one list but not the other: books vs statement. · 15 min 🔒 Paid
- 05 Pivot tablesParty-wise and month-wise totals in two minutes. · 15 min 🔒 Paid
- 06 IF, SUMIFS and COUNTIFSFee due by client, slabs and ageing buckets. · 15 min 🔒 Paid
- 07 Dates and deadlinesDays left, month ends and what is due this week. · 12 min 🔒 Paid
- 08 Power Query: combine filesCombine 12 monthly files in one click and refresh next month. · 15 min 🔒 Paid
- 09 Checking work: audit toolsTrace formulas, find errors and hard-coded numbers. · 12 min 🔒 Paid
- 10 Office templates that lastFee register, client master, work tracker and DSC register. · 12 min 🔒 Paid
- 11 Charts and a one-page summaryA clean chart and a summary that prints properly. · 12 min 🔒 Paid
- 12 Excel with AI, and safe filesLet AI write formulas without leaking data; protect files the right way. · 12 min 🔒 Paid
- 13 Your office dashboardsFive linked trackers and a one-page partner dashboard, updated on a fixed rhythm. · 15 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.