Advanced Client Information Screen Tips & Tricks
Do you know about the advanced client information screen? It is a tool already included in the program that has many frequently used features all in one place. It allows you to:
Entries by admin
Security Summit marks 4th National Tax Security Awareness Week
IRS announces new dates, social media effort and partner toolkit to highlight identity theft precautions. WASHINGTON – The Internal Revenue Service, state tax agencies and the nation’s tax industry today announced that the 4th Annual National Tax Security Awareness Week will take place between Dec. 2 and Dec. 6.
Online seminars from 2019 IRS Nationwide Tax Forums now available
Tax professionals can earn continuing education credits online by taking seminars recorded at the 2019 IRS Nationwide Tax Forums. The 15 new self-study seminars are now available on the IRS Nationwide Tax Forums Online website. Self-study seminars provide information to participants using interactive videos, PowerPoint slides and transcripts.
Need a copy of the Tax reform publication in a different language?
TAX REFORM PUBLICATION TRANSLATED INTO DIFFERENT LANGUAGES Taxpayers who filed an extension can find resources on IRS.gov that can help them file their tax return. One of these resources is Publication 5307, Tax Reform Basics for Individuals and Families. This publication is now available in several different languages.
What out-of-pocket expenses can teachers deduct on their taxes?
What teachers should know about deducting out-of-pocket classroom expenses Now that fall is here and school has started, many teachers are dipping into their own pockets to buy classroom supplies. Doing this throughout the year can add up fast. Fortunately, eligible educators may be able to defray qualified expenses they paid in 2019 when they […]
Have you received a letter threatening an IRS lien? If you have then read this first!
Taxpayers should beware of property lien scam With scam artists hard at work all year, taxpayers should watch for new versions of tax-related scams. One such scam involves fake property liens. It threatens taxpayers with a tax bill from a fictional government agency.
IRS Warns Against EFIN Deactivation
In a QuickAlert dated 7-24-19, the IRS encourages all Electronic Return Originators (EROs) to double-check that they’ve properly filled out the ‘Firm Information’ page of their e-file application. They also warn that not doing so may result in your EFIN being deactivated.
Tax Planning for 2019 is here!
You can take the mystery out of your client’s future tax return today; using our Tax Planning Tool built into Wintax. Today we want to make you aware of one of our powerful tools called “Tax Planning”. This is a tool that is embedded inside your program so there is nothing to add or install. […]
5 Tips To Close The Tax Season
1. Back-Up and Protect Your Data As the tax preparer, backing up and protecting your data should be a primary concern. Making regular backups to an external storage device at a minimum of once per week is important. Imagine next week your hard drive fails. The returns you’ve done, acknowledgement reports, PDF copies, and scanned […]
Client Comparison and Batch Extensions using Wintax NextGen
Towards the end of tax season, we field some telephone calls helping clients transmit extension form 4868 for their clients. When the telephone call is about finished the client will make a comment something along the lines of “thanks, one down 40 to go!”. It’s about that time Taxware customer support becomes their best friend […]
