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Mar 3

Google shuts down Gmass email warmup tool Gwarm

Google is cracking down on auto warmer tools and requests ALL verified partners to stop providing email warm-up solutions. According to a newsletter from QuickMail. Here is the official Gmass article describing this action by Google.

Google

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Google

1 min read


Feb 10

Percentage of Refund field in Intuit ProConnect

When you want to set up direct deposit you will come across the Percentage of refund to apply to this account (xx.xx) field. I have no idea what ProConnect is looking for. What do I do if I don’t want to split the refund? Do I leave the field blank? What…

Intuit Proconnect

2 min read

Percentage of Refund field in Intuit ProConnect
Percentage of Refund field in Intuit ProConnect
Intuit Proconnect

2 min read


Jan 17

Find a company’s EIN

Search the SEC filings SEC.gov — Edgar Company Filings Search Melissa If the company you are looking for is a non-profit then search the Melissa database.

Ein

1 min read

Ein

1 min read


Jan 9

Tax Terms and Acronyms

ACH _ Automated Clearing House An ACH is an electronic fund transfer made between banks and credit unions across what is called the Automated Clearing House network. ACH is used for all kinds of fund transfer transactions, including direct deposit of paychecks and monthly debits for routine payments. AGI _ Adjusted Gross Income Adjusted Gross Income is defined as gross…

Taxes

2 min read

Taxes

2 min read


Dec 27, 2022

What school district are you in?

GreatSchools: See what school district you are in or moving to using our interactive map. See what school district you are in by providing your zip code or address in our interactive map.www.greatschools.org

School District

1 min read

School District

1 min read


Dec 21, 2022

QuickBooks automatic matching - struggle bus

Have you had the issue where some of your transactions just disappeared because QuickBooks automatically matched them for you — even though you were planning to manually match and categorize them yourself. This is how to undo QuickBooks unwanted AI help. Go to Banking > Bank Transactions > Categorized Transaction Then select the transactions that you think QuickBooks might have automatically matched for you and undo them.

Quickbooks Online

1 min read

QuickBooks automatic matching - struggle bus
QuickBooks automatic matching - struggle bus
Quickbooks Online

1 min read


Dec 20, 2022

How to rotate text in Google Sheets

Select the cell (or group of cells) containing the text you want to rotate. Then hit the Text Rotation button as pictured below:

Google Sheets

1 min read

How to Rotate text in Google Sheets
How to Rotate text in Google Sheets
Google Sheets

1 min read


Dec 16, 2022

How to access PTIN — tax preparer lists

PTIN stands for Tax Preparer Tax Identification Number (PTIN). The Internal Revenue Service (IRS) through the Freedom of Information Act (FOIA) is providing the listing data of tax preparers for each state. Here is how to find credentialed in the PTIN tax prepares in your state: Go to IRS’s PTIN Information page — https://www.irs.gov/tax-professionals/ptin Download list of tax preparer list for each individual state in csv format

Taxes

1 min read

How to access PTIN — tax preparer lists
How to access PTIN — tax preparer lists
Taxes

1 min read


Dec 14, 2022

FBAR — Foreign Bank and Financial Accounts

https://www.irs.gov/businesses/small-businesses-self-employed/report-of-foreign-bank-and-financial-accounts-fbar Per the Bank Secrecy Act, every year you must report certain foreign financial accounts, such as bank accounts, brokerage accounts and mutual funds, to the Treasury Department and keep certain records of those accounts. …

Taxes

1 min read

Taxes

1 min read


Dec 13, 2022

Tax Resources, Links & IRS Contact Info

Training — IRS — 4491 VITA / TCE Training Guide — 2022 Returns https://www.irs.gov/pub/irs-pdf/p4491.pdf Admission Practices US Tax Court — Non Attorney Admission before the Court https://www.ustaxcourt.gov/resources/forms/Admission_Nonattorney_Info.pdf Associations NATP —National Association of Tax Professionals Tax experts who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations. Membership options.

1 min read

1 min read

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