Category: Accounting

  • Does Pennsylvania sales tax apply?

    The best official publication for determining if sales and use tax applies is this “Retailer’s Information” guide from the Commonwealth. For help setting up sales tax in QuickBooks Online, just call for on site or remote setup help or for help setting up desktop version see this article by Charlie Russell.

  • QuickBooks Online for law firms

    Intuit corporation will release record high earnings this week that surpass stock market analysts’ expectations. The driving force is the success of QuickBooks Online, a product used by almost 4 million small businesses. The number of businesses subscribing to QuickBooks Online is growing quickly as businesses move from the desktop version, just as management predicted.…

  • Employee vs contractor; more misclassification risks

    “Employee misclassification is a major issue. Employers who misclassify employees are failing to provide unemployment insurance and workers’ compensation. Those employers can also leave workers with large employment tax liabilities.“ This new article delivers information on even more risks. Correct handling of worker compensation is not so difficult or expensive. It doesn’t make sense to shortcut this…

  • Professionalism still counts!

    “Hey online friends I just got this gig to build a house for a client. Does anybody know if I need plans or anything or should I just go out and buy the lumber? By the way what kind of lumber will I need?” Silly and absurd! Yet this week I saw a few posts…

  • How to grow a tax practice

    Today a group of online tax professionals across the country discussed the ways they’ve built their tax practice. I am interested because with two recently added excellent staff members, we could handle several hundred more tax returns. The clear #1 source of business is referrals. I recently published a blog post for clients and friends…

  • Robocall response II

    Last year I appeared on a short segment on the NBC national news and the Today Show about how robocalls have disrupted the traditional role of my business telephone. In the NBC interview I said “I like to talk  to customers, strangers, clients, but it actually made me hesitant to even want to pick up the…

  • Six basic rules for handling a tax audit

    Everyone hopes to avoid a tax audit but sometimes it happens anyway. An audit always starts with a written notification by mail from the IRS, state, or local tax authority. It might just be triggered by a simple computer-generated “mismatch” error or it might be the beginning of one of the more rare types of…

  • Platinum Level QuickBoooks ProAdvisor

    Did you see the episode of ABC sitcom “Modern Family” where Jay and the family visit Mandalay Bay? In the story line, Jay learns there is an even better high level accommodation than the resort penthouse suite he booked so he becomes obsessed with trying to upgrade, only to learn that there are still higher levels…

  • QuickBooks Self-employed revisited

    This month I took a fresh look at QuickBooks Self-employed version. As much as I want to endorse and offer this platform for self-employed individuals, I can not. The simple reason is that Intuit does not support this product under the same platform as other QuickBooks products. I find the support to be inefficient, unprofessional…

  • Accepting QuickBooks invitation to online accountant

    Some blog post I write just for me, so that I’ll remember next time the situation comes up. If this helps another accountant, great. This is a workaround to a overly sensitive security issue that’s caught me a few times. A prospective client sends the accountant invitation through QuickBooks Online. (If you are not an…