The following
is a general collection of my FAT CAT Excel templates. FAT CAT stands for...Financial Analysis
Tools, and Clerical Assistance Tools. To old timers like me "fat cat"
is an expression meaning "cool dude"...so, naturlally you will be a
fat cat if you learn to use and understand the FAT CATs. Also see the
INFORMATION ABOUT "TAG" section of this site for a graphic view of the
accounting world.
JARGON A fun file to learn about the LOOK UP
function!
JE MAKER Learn how to record transactions in
zero proof format and see their effect on the accounting equation and financial
statements.
FAT CAT File contains four primary
financial statements! It is a homework time saver!
GLRG sample file An Excel-based general ledger
accounting package with example data and explanations.
GLRG HOMEWORK This is a blank version of the
GLRG file for use in performing homework assignments.
CVIFT Compound Value Interest Factors and Tables
(Of interest to everyone!)
CVP BUDGET Cost-Volume-Profit analysis
template (a.k.a. Break-Even analysis)
TAX COG and forms Overview of
taxation and basic tax forms. (ACC 403)
GLOSSARY An Excel file containing a
glossary of over 500 financial accounting terms and definitions organized by 22
topic areas
ESSENTIALS OUTLINE Income tax
lecture
outlines & other info for ACC 403.
POWER POINT FILES:
The following Power Point presentations were prepared by Jim Patten:
LIQUID
AND PROFITABLE A Power-Point show on basic financial analysis.
TAX FORMS & LOGIC An
overview of tax form logic and preparation.
The following are publisher provided Power Point templates are for the ACCT 403 Income Tax
course:
Essentials Chapter 01.ppt
Overview of the tax structure
Essentials Chapter 02.ppt
Basic tax determination & reporting procedures
Essentials Chapter 03.ppt
Gross income-inclusions
Essentials Chapter 04.ppt
Gross income-exclusions & adjustments
Essentials Chapter 05.ppt
Personal itemized deductions
Essentials Chapter 06.ppt
Other itemized deductions
Essentials Chapter 07.ppt
Sole proprietorships (self-employed persons)
Essentials Chapter 08.ppt
Depreciation, cost recovery & amortization
Essentials Chapter 09.ppt
Passive and other activities
Essentials Chapter 10.ppt
Property: Basis & nontaxable exchanges
Essentials Chapter 11.ppt
Capital gains & losses and recapture
Essentials Chapter 12.ppt
NOLs, AMT, and tax credits
Essentials Chapter 13.ppt
Payroll issues & estimated taxes
Essentials Chapter 14.ppt
Pass-thru entities and C corporations