I’ve been asked about the different parts of a check worksheet so I figured I’d make one for myself. This is my first time creating a worksheet for a customer and I figure it’s a good thing to share my process with everyone. There are really just three sections in a check worksheet. Read this to learn them.
The first section is the computer, which can be a soft or hard drive. It’s like the computer in your mind. The computer is where you write down all of your data. When you write down data, your mind is being recorded. Your entire life is being recorded.
The second section is the bank account. This is where you keep track of all of your checking and savings accounts. Any money you have in any of these accounts should be listed here. You should also list your credit cards and loans in here as well.
The third section is information on income tax information. This is usually a small notebook that has a pencil in it. It’s used when the accountants need the extra cash.
The third section should also include the customer’s account as well. In fact, sometimes the check worksheet will tell you when the customer opens their checking account and how much money they have in it. If this information is not included then it’s only fair to ask the customer to enter this information on their own.
The parts of a check worksheet don’t really vary that much. All of the content is generally the same. There are some differences though.
For a basic example, the first section would probably be the computer and the bank account. The second section might be the customer’s checking account. This is normally only the case if the customer uses a bank. If the customer doesn’t use a bank, then the check worksheet may be more elaborate. Sometimes it will only include the customer’s name, address, occupation, and location.
Hopefully this article has helped clear up some of the confusion about the different parts of a check worksheet. I hope it was helpful.