Income Lines: SUMIFS per Category and per Person
This lesson is part of the course
In this lesson
You aggregate the cleaned income lines into a category × person grid, check the household totals, measure each partner's share and chart where the income comes from.
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Lessons in this course
- The Source-Document Register: Withholding Rates, Duplicates & a Completeness Checklist Locked
- Income Lines: SUMIFS per Category and per Person Locked
- Capital Gains Netting: Short vs Long Term, Loss Cap & Carryforward Locked
- Adjustments to Income: Pension Limits, Capped Interest & a Phase-Out to AGI Locked
- Joint vs Separate Filing: Two Parallel Calculations with Bracket Tables Locked
- Dependant & Childcare Credits: Counting Qualifiers and Step Phase-Outs Locked
- Refund or Balance Due: Non-Refundable Credits, Withholding & Estimated Payments Locked
- The Audit-Check Panel: Tie-Outs, Cross-Foots & Prior-Year Flags Locked