E-file Shut down for 2022 for Years 2019-2021
Last Day to e-File - November 22, 2022 IRS has announced its MeF (e-file) shutdown and cutover for Tax Year 2021. To ensure that all Form 1040 tax...
Drake vs. Ultimatetax UltimateTax: In Search of the Best Professional Tax Software
Your company's success is dependent on the use of reliable tax preparation software. You want tax software that won't break the bank, won't require...
The Best Bank Products for Tax Professionals
Bank products are client solutions that all tax offices should offer. This benefits the tax office so that you can get paid for your services. They...
Understanding Tax Software with Bank Products
As a tax preparer, you may have noticed that some professional tax software products support bank products. Should this feature affect your decision...
Is It Time to Upgrade Your Tax Software Package?
When deciding to renew your tax software, you will want to ask yourself one important question. Should you upgrade your tax software package? As you...
What Is a Refund Transfer?
The refund transfer is a deposit product that allows clients to settle their preparation fees or accounting fees without making an upfront payment....
8839 Qualified Adoption Expenses
We are aware of an issue with the IRS schema concerning the maximum adoption credit allowed on Form 8839 Qualified Adoption Expenses. Per the form...
State and Module Release Dates
We have published a solution article to are module and state release dates. This article will be updated around 11am central. This article is the...
CA e-File – Resolved
[UPDATE] - as of 2/2/22 this is resolved. We have identified a minor issue with the State of California eFiles returns. We expect a fix by end of...
6 Skills That Every Tax Preparer Should Have
Tax preparation is a good choice of business for a motivated entrepreneur. You can be successful without too great of an investment! You can run a...
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Recent Posts
The Pros And Cons Of Bundling Tax Services
New trends in the tax industry sometimes give the companies at the forefront an advantage over their competitors. However, blindly following trends can get you in over your head and ruin your business if you don’t consider the ramifications and go about it correctly....
What Strategies can You Share for Fully Leveraging Tax Software to Enhance Client Experience?
Gone are the days of calculating taxes by hand, with a paper, pencil, and a good eraser. Tax software has been an innovative and invaluable tool for tax professionals. Are there ways tax software can be leveraged even more to enhance the client experience? Some...
11 Steps To Help Your Client Through An Audit
Every year, the IRS audits thousands of people. This can be an intimidating process for your clients, but there are things you can do to prepare them for the auditing process and protect them through it. Hopefully, your office filed the disputed return, and you have...
How Artificial Intelligence Affects The Tax Industry
The tax industry is one of many finding new opportunities with artificial intelligence (AI) and automation. The benefits to your business could be substantial once you understand how to utilize it effectively. So, what is AI? How does it help tax preparers? Will it...
How Crucial is Customer Support and Training in Tax Software Utilization?
With ever-changing tax legislation, complex tax circumstances, and the threat of tax fraud looming, everyone wants a smooth tax experience. Tax software is the answer for many to create a smooth experience. Is customer support or training in this software imperative?...