E-file Archives - Cozby & Company

Questions and Answers about Executive Order 14247: Modernizing Payments To and From America’s Bank Account
Gallery
Questions and Answers about Executive Order 14247: Modernizing Payments To and From America’s Bank Account

Compliance, Corporate Taxes, E-file, EFTPS, IRS, Payroll, Personal Taxes, Planning Strategies, Self-Employed, Small Business, Tax Law Changes, Tax Payments, Tax Tips, Taxes

Questions and Answers about Executive Order 14247: Modernizing Payments To and From America’s Bank Account

FS-2026-02, Jan. 2026 This Fact Sheet provides answers to frequently asked questions about the implementation of Executive Order 14247, Modernizing Payments To and From America’s Bank Account. These FAQs are being issued to provide general information to taxpayers and tax professionals as expeditiously as possible. Accordingly, these FAQs may not address any particular taxpayer’s specific facts [...]

How to Create 1099s in QuickBooks Online
Gallery
How to Create 1099s in QuickBooks Online

Accounting, Bookkeeping, E-file, Information Returns, IRS, QuickBooks, Self-Employed, Small Business, Tax Tips, Taxes, Videos, Year End, YouTube

How to Create 1099s in QuickBooks Online

QuickBooks can help you create 1099s, send them to your contractors, and e-file them with the IRS. Follow this step-by-step video to create 1099s for your business. You can either have QuickBooks auto-fill your forms, or manually fill them in yourself. Both options let you e-file with the IRS in the end. After you e-file with [...]

cozbycpa2026-01-05T11:11:22-05:00January 5th, 2026|Categories: Accounting, Bookkeeping, E-file, Information Returns, IRS, QuickBooks, Self-Employed, Small Business, Tax Tips, Taxes, Videos, Year End, YouTube|Tags: Cozby & Company, CPA Heather Cozby, how to create 1099s in QuickBooks Online, how to e-file 1099s with the IRS, Plymouth MA tax accountants, when are 1099s due to contractors in 2026|

Employer Responsibility
Gallery
Employer Responsibility

E-file, EITC, IRS, IRS Video, Personal Taxes, Tax Credits, Tax Tips, Taxes, Videos, YouTube

Employer Responsibility

All tax preparers must practice due diligence, especially when it comes to the EITC, or they could be fined $500. Their clients could be fined as well. EITC eligibility is complicated. An updated version of Form 8867, the paid preparer's checklist, is worth reviewing in every situation. If tax preparers complete and submit the form with [...]

cozbycpa2025-07-07T07:53:01-04:00July 7th, 2025|Categories: E-file, EITC, IRS, IRS Video, Personal Taxes, Tax Credits, Tax Tips, Taxes, Videos, YouTube|Tags: Cozby & Company, CPA Heather Cozby, due diligence when claiming the EITC, employer tax responsibility, IRS Form 8867, paid preparers EITC checklist, Plymouth MA accountant, who is eligible for the EITC|

IRS: Act Now to File, Pay, or Request an Extension
Gallery
IRS: Act Now to File, Pay, or Request an Extension

E-file, EFTPS, IRS, Personal Taxes, Tax Payments, Tax Tips, Taxes

IRS: Act Now to File, Pay, or Request an Extension

This article was published by the IRS. With the April 15 tax deadline fast approaching, Internal Revenue Service reminds taxpayers there is still time to file their federal income tax return electronically and request direct deposit of any refund. When taxpayers choose direct deposit, they usually receive their refund within 21 days. Use Where's My Refund? [...]

cozbycpa2025-04-09T13:36:36-04:00April 9th, 2025|Categories: E-file, EFTPS, IRS, Personal Taxes, Tax Payments, Tax Tips, Taxes|Tags: Cozby & Company, CPA Heather Cozby, how to set up an online payment plan, how to use EFTPS, IRS Direct Pay, IRS Individual Online Account, IRS2Go app, long-term tax payment plan, Plymouth MA tax accountant, short-term tax payment plan, Simple Payment Plan, what tax payment options do I have, Where's My Refund?|

How to Correct 1099s in QuickBooks Online
Gallery
How to Correct 1099s in QuickBooks Online

Accounting, Bookkeeping, E-file, Information Returns, QuickBooks, Self-Employed, Small Business, Taxes, Videos, YouTube

How to Correct 1099s in QuickBooks Online

You can correct your 1099s in QuickBooks Online after you filed them with the IRS. Here are some important notes: You must file corrections in the same way you filed the original forms. If you e-filed your 1099 forms, you must also e-file your corrected 1099 forms. You can only send corrections after the IRS accepts [...]

cozbycpa2025-03-31T10:30:32-04:00March 31st, 2025|Categories: Accounting, Bookkeeping, E-file, Information Returns, QuickBooks, Self-Employed, Small Business, Taxes, Videos, YouTube|Tags: Cozby & Company, CPA Heather Cozby, how to correct 1099s in QuickBooks Online, Plymouth MA accountant, QuickBooks Online|