article thumbnail

How To Download Your IRS Account Transcript to Look Up Your Estimated Tax Payments (Updated Jan 2024)

Nancy McClelland, LLC

Photo by Thomas Lefebvre “What is an IRS Account Transcript and Why Do I Need One?” ” During the pandemic, we began requiring all clients to submit a copy of their IRS Account Transcript along with their Tax Organizer and other annual tax prep documentation. How Can I Download My IRS Transcript?”

article thumbnail

EIDL Rapid Portal Closes May 16 – Download Your Loan Docs NOW

Nancy McClelland, LLC

If you haven’t already, download a copy of your EIDL loan agreement documents, and snap a screenshot of your loan number and save it to PDF for easy reference. Your bookkeeper and accountant will thank you for this — and you’ll thank them for insisting you do it! What does this mean for you?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Anders Ranks #74 on Accounting Today’s Top 100 Firms List

Anders CPA

Anders is proud to be recognized as one of Accounting Today’s Top 100 Firms for the fourth year in a row. Download Accounting Today’s special report on the 2024 Top 100 Firms and Regional Leaders. The post Anders Ranks #74 on Accounting Today’s Top 100 Firms List appeared first on Anders CPA.

Account 116
article thumbnail

3 Downloadable Guides to Managing the Change to QuickBooks Online

Insightful Accountant

As an accounting practice grows, it must adapt to meet clients' needs. This includes assessing technology requirements for both the firm and clients.

article thumbnail

How Finance and Accounting Operations Fail to Scale Efficiently

Every company, no matter its size, must address its finance and accounting requirements. This guide looks at the finance function for companies at different stages, and the types of issues and challenges that they face when they fail to build agile, scalable accounting and finance operations from the start. Download the ebook today!

article thumbnail

How To Download An IRS Account Transcript – UPDATED 2/6/2022

Nancy McClelland, LLC

Last year we began requiring all clients to submit a copy of their IRS Account Transcript along with their Tax Organizer and other annual tax prep documentation. account “as soon as possible” and you won’t be able to log in with your existing IRS username and password starting in summer 2022. Why would this matter?

Account 52
article thumbnail

IRS Expands Business Tax Accounts to Include S Corporations and Partnerships

CPA Practice

The Internal Revenue Service has launched the second phase of a new online self-service tool for businesses that expands business tax account capabilities and eligible entity types. Available at IRS.gov/businessaccount , the new business tax account is a key part of the agency’s continuing service improvement initiative.

article thumbnail

5 Pain Points Every Small to Medium-Sized Accounting Firm Experiences

These are the top 5 pain points that come up over and over again when we talk to small to medium-sized accounting firms. Download this guide to read about solutions for your firm's: Workflow & Project Management. Let's break each one down and talk about solutions! Document Management. Billing, Invoicing, and Time Tracking.

article thumbnail

Build the Ultimate ROI Machine for Your Accounting Firm

Download this guide from Canopy to see how! Jumpstart the ROI you're getting from your technology stack.

article thumbnail

Top 10 Finance Processes to Automate Now

The work needed in accounting and finance roles continues to shift, moving from being reactive and transactional to proactive and analytical. Automation can’t work without a solid, reliable data infrastructure, so many businesses have or are currently implementing cloud-based accounting software to build that foundation.