How to Use Workflow Automations in QuickBooks Online

Workflow automations help you save time by automating repetitive tasks, such as sending payment reminders. They also help you set up approval systems for invoices and bills. Let’s go over the different types of workflows available in QuickBooks Online Advanced and Intuit Enterprise Suite, as well as how to set up and edit them.

Tax Provisions for Businesses in the One Big Beautiful Bill Act

We wanted to update you on the provisions of the new tax bill that was signed into law on July 4 (the One Big Beautiful Bill Act). We recommend reviewing your current tax strategy in light of these changes. We are available to discuss how these provisions may impact your personal or business tax situation, and [...]

Recordkeeping – Tax Tales: The Case of the Missing Ledger

If you think filing invoices, tracking expenses, and keeping records isn't that important, think again. Come tax time, the IRS doesn't allow you to "casually" do taxes. If you forgot to keep good records so far, the IRS does allow you to reasonably reconstruct figures and provide receipts. Tax preparer due diligence must-do's include asking the [...]

How Qualified Manufacturers Apply for QMID

The IRS recently produced a video showing how qualified manufacturers can update the products associated with their Qualified Manufacturer ID Code. First, go to the Energy Efficient Home Improvement Credit Qualified Manufacturer home page, from the Energy Credits Online portal. Then click on "Go to Maintain Product List." A warning message will appear. Take the necessary [...]

IRS Encourages Taxpayers to Check Withholding Now for Next Year

This article was published by the IRS. The Internal Revenue Service reminds taxpayers that proper tax withholding now is key to avoiding surprises when they file their tax return next year. Making any needed adjustments earlier in the year means taxpayers won’t have to make a big change later in the year to catch up. The [...]

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