Firm Management November 10, 2026
What to Tell Clients Who Ask About Overseas Bookkeeping and Admin Help
Overseas help works best when the work is repeatable, documented and measurable.
October 19, 2010
1099-G Software
Certain Government Payments If you made contributions to a government unemployment compensation program and received a payment from that program, the payor must issue a separate Form 1099-G to report this amount to you.
October 19, 2010
1099-DIV Software
Dividends and Distributions Form 1099-DIV, Dividends and Distributions, is used to report dividends, capital gains, nontaxable, and liquidation distributions.
October 19, 2010
1099-CAP Software
Changes in Corporate Control and Capital Structure A corporation in which you own stock that has had a change in control or a substantial change in capital structure must send you this statement by January 31 of the year following the calendar year of the change. You have received this statement because the corporation has...…
October 19, 2010
1099-C Software
Cancellation of Debt A 1099-C must be provided if a federal government agency, certain agencies connected with the Federal Government, financial institution, credit union, or an organization having a significant trade or business of lending money (such as a finance or credit card company) cancels or forgives a debt you owe of $600 or more.
October 19, 2010
1099-B Software
Proceeds from Broker and Barter Exchange Transactions Form 1099-B reports the proceeds from any sales of non money market funds in non-retirement accounts and is used to calculate capital gains and losses. File Form 1099-B (Proceeds from Broker and Barter Exchange Transactions) for each person: (1) for whom you, doing business as a broker or...…
October 19, 2010
1098-T Software
Tuition Statement The 1098-T form is used by eligible educational institutions to report information about their students to the IRS as required by the Taxpayer Relief Act of 1997. Eligible educational institutions are required to submit the student’s name, address, and taxpayer’s identification number (TIN), enrollment and academic status.
October 19, 2010
1098-E Software
Student Loan Interest Statement Student Loan Interest Statement is the information return on which financial establishments, government agencies, and educational institutions that receive student loan payments are required to report to the Internal Revenue Service. The form is used for claiming the Student Loan Interest Deduction, as provided by the Taxpayer Relief Act of 1997.
October 19, 2010
1098 Software
Mortgage Interest Statement File Form 1098, Mortgage Interest Statement, to report mortgage interest, including points, of $600 or more received by you, in the normal course of your trade or business, from an individual (including a sole proprietor). The $600 threshold applies to each mortgage.
October 19, 2010
1042-S Software
Foreign Person’s U.S. Source Income Subject to Withholding Every withholding agent must file an information return on Form 1042-S to report amounts paid during the preceding calendar year that are described under Amounts Subject to Reporting on Form 1042-S. You are a withholding agent if you are a U.S. or foreign person that has...…
October 18, 2010
SmartVault Unveils Software Developers Kit—This is Big
At the Intuit Solution Provider Summit today SmartVault announced the launch of its Software Developer Kit (SDK). This is another big move by the SaaS provider, who just this year also expanded its service scope from an add-on to QuickBooks to a complete online document management solution. The company’s vision is to become the preferred...…
October 15, 2010
Free Proposal
We perform a no cost, no obligation cost segregation analysis for each and every property and prepare a proposal that will layout the expected benefits and the total fees required to complete the study. The property owners and their tax advisors can then make an educated decision whether or not to go forward with the...…