Course curriculum

  • 1

    Manage FinTax engagements

    • Create an engagement

    • Edit, delete or open the engagement
  • 2

    Set-up

    • Optimiser checklist

    • Documents page - Issues (workflow)

    • Importing the trial balance from a Caseware desktop engagement (Lux GAAP)

    • Import the trial balance from other sources (Excel, csv...)

    • Assign accounts to Tax groupings

    • Mapping Configuration tool - intro

    • Mapping Configuration tool - video

    • Entity information
  • 3

    Tax workflow - General

    • Financial statement for tax purposes - Details of some caption
  • 4

    Form 500

    • Lux FinTax Firm settings

    • Navigation

    • Quickstart - Import XML previous year

    • General indications - Proxy

    • General indications

    • Corporate Income Tax

    • Municipal business tax

    • Net Worth Tax

    • Diagnostics (validations & warnings)

    • Export XML (for filing to MyGuichet.lu)
  • 5

    Form 506a

    • Create, edit and delete form 506a records

    • Form 506a - general functionalities and automation

    • Form 506a - import data