Learn the Best Practices for Keeping Client Data Safe
Professional tax software is designed to be secure. Sensitive customer data is protected behind a private account. Only an authorized user can access the information in the system. That doesn’t mean you don’t have to think about security. If an account...
Get Early Tax Refunds for Your Clients with Bank Products
Get Early Tax Refunds for Your Clients with Bank Products With the arrival of October, a tax preparer has to begin preparing for the upcoming tax season’s demands. Including the possibility of offering bank products to clients. Enrollment in bank product...
The Virtual Tax Office
How to work together as team in a virtual tax office The idea of a virtual tax office has become a popular one in recent years. Indeed, months of lockdowns and limited face-to-face interactions have broadened the acceptance of remote office work. We may be seeing now...
After 24 years I switched my tax office from a desktop tax program to an online tax program
After 24 years I switched my tax office from a desktop tax program to an online tax program Our tax office started in the 90s as a family business. We started out as an e-file service center. Clients would bring in their completed tax returns and we would e-file them...
Goals for Your First Year as a Tax Preparer
Goals for Your First Year as a Tax Preparer Setting goals is part and parcel of your job as a tax professional. It is part of the service you offer your clients. They’ll come to your office and ask you to help them with reducing the next year’s tax...
Cost-Cutting Tips for Your Tax Office Startup
Are you considering a career as a tax preparer? It’s a great option for the self-starter who’s looking for a small business to manage. Tax preparation has a lot of advantages, including the ability to run a business without too many operating costs. No...
Program Update 3/18/21
Your Program should be updated to 35.04 Packages should be updated to the following: 1040 Indirect Ver 6 1120 “C” Corporation Ver 2 1120S “S” Corporation Ver 2 1065 Partnership Ver 2 1041 Fiduciary Ver 3 706 Estate Tax Ver 0 709 Gift Tax Ver 1...
Update ? Unemployment & Tax Due
UNEMPLOYMENT The prior guidance on using worksheet 7 to put the unemployment is it not what the IRS wants at this time. We have heard that other software companies are “updated” but the IRS has not issued official guidance yet, so that cannot be true yet....