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Sheet: Sheet1

Unit/Standard Number | High School Graduation Years 2013, 2014 and 2015  Accounting Technology/Technician & Bookkeeping CIP 52.0302 Task Grid | Proficiency Level Achieved: (X) Indicates Competency Achieved to Industry Proficiency Level
 | Secondary Competency Task List
100 | PERFORM GENERAL OFFICE DUTIES
101 | Maintain and manage financial records, reports or files.
102 | Use communication techniques and record and relay appropriate messages.
103 | Apply proper electronics communications etiquette.
104 | Use scheduling and contact management software.
105 | Demonstrate proper interpersonal communication skills.
106 | Practice correct grammar, punctuation or spelling in all documents.
107 | Compose business correspondences.
108 | Explain the proper use of a 10-key pad to perform accounting tasks.
109 | Apply appropriate accounting terminology.
110 | Perform clerical duties including keying, accepting orders or sorting mail.
111 | Prepare flow charts for forms and documents.
200 | COMPLETE THE STEPS OF THE ACCOUNTING CYCLE
201 | Prepare chart of accounts and assign account numbers when needed.
202 | Use T-Accounts to analyze transactions into debit and credit parts.
203 | Code source documents according to company procedures.
204 | Verify and enter details of transactions from source documents into journals.
205 | Post transactions to ledger accounts.
206 | Complete multi-column worksheets.
207 | Record and post adjusting, closing and reversing entries.
208 | Prepare financial statements including; income statement, balance sheet, statement of cash flow and owner's equity statement.
209 | Verify financial statements against worksheet.
210 | Prepare post-closing trial balance from general ledger.
211 | Verify figures, postings and documents for correct entry and mathematical accuracy.
300 | PROCESS FINANCIAL INFORMATION
301 | Compile data for financial reports.
302 | Prepare itemized statements, bills or invoices, account statement according to established procedures.
303 | Record amounts due for items purchased or services rendered.
304 | Resolve discrepancies in accounting records.
305 | Verify accuracy of billing data and correct any errors.
306 | Process account invoices.
307 | Keying billing documents, shipping labels, credit memorandums and credit forms.
308 | Compute credit terms, discounts, shipment charges and rates for goods and services.
309 | Record and deposit cash, checks and vouchers.
310 | Reconcile or balance financial records, including checkbook.
311 | Prepare purchase orders and expense reports.
312 | Prepare bank deposit slip.
313 | Record receipts or disbursements of cash.
314 | Calculate and prepare checks.
315 | Calculate inventory using various costing methods.
316 | Calculate fixed asset depreciation methods.
317 | Calculate business taxation information.
318 | Process receivables and payables.
319 | Apply internal controls and auditing techniques.
400 | PREPARE, MAINTAIN AND UPDATE PAYROLL AND TAX RECORDS
401 | Compile and record employee time, production and payroll data from time sheets and other records.
402 | Record information found on the W-4 forms in the employee data section.
403 | Update employee record information such as exemptions, transfers and resignations to maintain and update payroll records.
404 | Review and validate time sheets, work charts and wage computations.
405 | Compute wages and deductions.
406 | Prepare and balance period-end reports and reconcile issued payroll to bank statements.
407 | Complete tax forms and returns appropriate to current government regulations.
408 | Process payroll documents, records or checks.
409 | Journalize payroll at end of earnings period in appropriate journals.
410 | Journalize the payment of period payroll taxes.
411 | Calculate benefits including sick pay, vacation time and personal time.
500 | LOCATE, INTERPRET AND ANALYZE DATA
501 | Locate data from an accounting record or source document.
502 | Perform an analysis of financial statements.
600 | AUTOMATED ACCOUNTING AND SPREADSHEET SOFTWARE
601 | Create, edit, and format spreadsheets efficiently.
602 | Demonstrate advanced features to make enhanced user-friendly spreadsheets.
603 | Define and demonstrate the integration of worksheet applications through pasting, linking and embedding.
604 | Create, format and modify charts.
605 | Create spreadsheets using data validation, range names, specific functions, worksheet protection and look-up tables.
606 | Manipulate multiple worksheets and workbooks.
607 | Summarizing data for analysis.
608 | Analyzing and interpreting financial data.
700 | BUSINESS LAW AND ETHICS
701 | Learn business law and business ethics vocabulary.
702 | Explain how advances in computer technology impact various areas in law.
703 | Explain crimes often associated with business and organizations.
704 | Describe familiar business law cases and know how they relate to business practices.
705 | Compare types of contracts including cyber-space and related accountability.
706 | Identify improper use of business technology and property.
707 | Describe rights and responsibilities when conducting business, traveling or living abroad.
708 | Identify legal safeguards to protect your right of computer privacy.
709 | Identify cyber law as an emerging trend in the 21st century.
800 | COMPUTER APPLICATIONS
801 | Create, edit, and format documents using word processing software.
802 | Enhance document with visual content.
803 | Create forms and tables for efficient data display.
804 | Identify various component of business communication documents.
805 | Create, edit, and format presentations efficiently.
806 | Use presentation software.
807 | Create databases.
808 | Query databases.
809 | Maintain databases.
810 | Create reports, forms and combo boxes from a database.
900 | [NAME]
901 | Explain the free enterprise system.
902 | Explain the principles of supply and demand.
903 | Explain the types of economic systems.
904 | Identify factors affecting a business's profit.
905 | Explain the relationship between government and business.
906 | Explain the concept of productivity.
907 | Explain the nature of international trade.