Please note: This is for UK-based businesses only.

As this is a digital product with instant access, there are no refunds.

Seven plug-and-play Excel schedule files you can use immediately and a 45-minute Masterclass comprising of eight tutorials to accompany the schedules provided.

Schedules are your accountant’s best friend and so yours too!

Part of being good at accounts is the ability to be able to backup, substantiate, verify or validate all your figures, so to have something that’s very clear and easy for you and an accountant to decipher is really important.

In this training package we not only show you what schedules you should prepare at your period-end or year-end, either for you or your accountant, but also provide you with seven plug-and-play template Excel files to use straight away.

We teach you how to prepare the schedules and reconcile them against Sage 50 Accounts and what reports to run to check they agree.

If you’re comfortable with some journals already e.g. prepayments and accruals but not all, and want to progress to things like depreciation and disposal of assets, it doesn’t matter where you’re at now, you can start with some of these and then use others when you feel more comfortable and confident.

Please note: This is for UK-based businesses only.

As this is a digital product with instant access, there are no refunds.

What you get…

You get seven plug-and-play Excel schedule files you can use and a 45-minute Masterclass comprising of eight tutorials to accompany the schedules provided.

This digital training and your files are available immediately and sent to you via email.

✔️ Intro Video with explanations

Learn more about why we have included these schedules and what you will get from them.

✔️ Accruals Schedule Template & Tuition

Learn how to compile this schedule, where to get your data from, how to easily update it and how to reconcile it back to your accounts.

✔️ Prepayments Schedule Template & Tuition

Probably my favourite schedule! Understand how to use this detailed schedule to keep on top of what makes up your prepayments figure

✔️ Staff Accrued Holiday & Bonuses Schedule & Tuition

Something a lot of people don’t do, but accountants we work with request, is a schedule which calculates the staff holiday values and any bonuses relating to the year-end period. We give you a detailed walk-through of what to prepare and calculate.

✔️ Fixed Asset Summary Schedule & Tuition

A fixed asset summary example which shows each pool of asset and how they can be represented together to provide this summary to the accountant at the year-end.

✔️ Office Equipment Asset Schedule & Tuition

Learn more about why asset references are helpful, more detail around managing disposals and why this is a useful schedule even if just for your internal records!

✔️ Computer Equipment Asset Schedule & Tuition

Learn how to use the schedule to monitor depreciation methods and rates for your postings as well as how to cross reference and reconcile them to your Trial Balance and Balance Sheet.

✔️ Plant/Freehold Improvements Schedule & Tuition

A summary schedule with guidance on detailed breakdowns and an example of depreciation methods. This is a good supplementary schedule, especially if you need to recalculate the new financial year depreciation based on the prior years net book value (NBV) or written down value (WDV).

Please note: This is for UK-based businesses only.

As this is a digital product with instant access, there are no refunds.

Sage Accounts Solutions Limited will not be held responsible or liable for any loss or damage caused as a result of the information contained herein and any accountancy and tax advice should be sought from a qualified accountant.