Accounting and Management Information Systems 531

Lab 1

MS Word Mail Merge

Required:

Download the following file using Internet Explorer. (file - save)

/531lab1.txt

http://home.neo.rr.com/gfwsystems/osu/531lab1.txt

Open the file with MS Excel. (diag box - next, next, finished) Widen the columns so you can see all the data. Add a new row 1. Name each column with a unique name. Print and save the Excel file
Open MS Word. Do a Mail merge using the Excel file as the Data and create a Positive Confirmation letter.

Merge the letter with the data and print the letters.

Lab 2

Excel, IRS fill-in forms

Build an Excel worksheet similar to the example which resembles a Federal 941

Using the data from the Excel worksheet use the www.irs.gov website to access a 941 fill-in form

www.irs.gov, Forms & Pubs, Fill-in Forms, Select 941, 1000 (Oct 2000) Acrobat reader must already be installed on the PC you are using.

Make up the data.

The Form must be filled in completely and correctly. Print out both the worksheet and the 941 form.

Lab 3

Excel, Pre-printed forms

Create a workbook which will print Employer's Report of Wages & Employer's Contribution Report for Ohio state unemployment. Your workbook should contain 4 worksheets - one for each quarter. Rename the sheets Qtr1, Qtr2 etc.

Make a good faith effort to adjust row height and column width so the information prints correctly in the spaces provided on the pre-printed form (see attached) Remember if you want to change all sheets at once, select all the sheets (shift click)

Use formulas to limit contribution on only the first $9,000 of income for each employee. Using a work area to the right of the print area, use the IF function to test year to date over $9,000.(Sheet2!A1)

Use 5 employees with amounts over and under $9,000. Desk check your work.

Lab 4

Access, creating and relating tables

Create a database of all the tables listed in TABLE 12.2 page 457 in your text.
Include all mentioned fields. Use your best judgement on the Data types. Relate any fields which are common to two or more tables and be sure to specify the related fields as indexed (either duplicates OK or NO duplicates)

Create a New Database Using
Blank Database
in dialog box (you can name the DB) create

Table (tab should already be selected) new
New Table
Design view OK

Input Field name, data type

If necessary, under Field Properties - Indexed choose No, Yes duplicates OK, Yes NO duplicates

When you are finished entering all of the fields, x out the window you are using to enter the field names. Save changes yes

After you have entered all the tables formalize the relations by:

Tools, Relationships, add all the tables, using the mouse establish all necessary relationships.