BASIC BOOKKEEPING WORKSHOP

Dates: Tue 4th April

Time: 10am – 1pm

Format: 3 x hour workshop with 1-1 follow up call (Online)

PROGRAMME OBJECTIVES:

At the end of this course Trainees should be able to:-

• Keep appropriate records - what to keep, how long to keep them & how to keep them organised
• Preparation of Daybooks ( concentrating on simple Bank Book during session)
• Extracting key information for taxation and financial management purposes

OUTLINE CONTENT:

• Self Assessment system explained – income tax compliance obligations
• Record keeping obligations – receipts, invoices etc
• Using technology to keep records, photos, apps etc
• Review deductible expenses
• Tax dates- preliminary tax, tax returns – Form 11
• Contact numbers
• Dealing with your Accountants
• Basic bookkeeping and accounts terminology explained
• Prepare of the following:

1. Concentrating on Daybooks and day to day bookkeeping

2. Practical application of Bank Receipts Book & Bank Payments Book (Bank Book)

3. Reconciling to bank statements

• Templates provided linking to profit and loss account on Excel
• Introduction to other daybooks
• Setting up
• Manual v. Excel v. Computer packages as options
• Different types of accounting packages – pros cons and costs
• Using Revenue On-line System(ROS) and registering on ROS

Duration:

• 1 x workshop

• This programme includes 1 x three-hour follow up one-to-one clinic with the programme trainer.

Trainer:

Bernadette Farrell, Ace Training Limited