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Understanding Millennials – Part 1 – Stats and Facts
The topic of millenials is massive and we are going to break it into a multi-part blog. The purpose of this article is to provide the evidence necessary to substantiate the argument that, the millennial generation is currently the most important generation for the...
IRS Perfection Period – The Clock is Ticking
The Revenue Code provides taxpayers who timely filed their return or extension a five day grace period to "Perfect" (resubmit) their return/extension if it was rejected! So, the clock is ticking and we can assure you, there is no grace to be had after this window of...
Can your client still file?
Most taxpayers and to our surprise many tax preparers have been made to believe, if you don't file your tax return by April 15th, "tax day" the IRS boogeyman will come hunt you down... That's not entirely true. This idea is such a concern, we have received a huge...
Pro-Online : Amended Return Guide 1040-X
Tis the season to be amending... Falalala. Tax season, just like every other season, goes in phases. Well, the Amendment phase will soon be upon us. As such, we wanted to provide you a refresher on the process for our Pro-Online platform. We hope that this guide will...
Funding Stats – RW Community Snapshot
Lately, one of the frequently asked questions we are hearing is, "what's the deal with IRS funding". From what we are being told, certain offices are experiencing inconsistent or slow funding. Every year, when all the dust settles, the bank product funding percentage...
Desktop – Back that thing up!
Filing Season 2019 Desktop Backup Procedures Desktop Data Backup Procedure Unfortunately, computers crash all the time and sometimes without warning. Regularly backing up your data throughout tax season is always recommended. If this is not a standard practice for...
3 Easy Ways To Get Your Tax Business Found On the Internet
The question is… How do I get my business found on the internet? For many Tax Professionals, internet marketing is a very scary proposition. The reality is there are a couple of easy things you could and should be doing that will make your business much more visible…...
2019 Tax Season – What does the Data Say?
The purpose of this article is to look at and compare multiple years worth of IRS e-file data for the early part of tax season and see what it has to say. Every tax season is unique unto itself but when we compare multiple years worth of data, trends begin to...
Pro-Online : Did all of my state returns get e-filed?
It's 11 a.m. on July 10th and you are peacefully drinking your second cup of coffee when your office phone rings. It's one of your clients! They quickly inform you they never received their state refund. Their federal refund came through just fine in March, but no...
Pro-Online: Reject Queue – Clean Up
A member of our community made a great enhancement suggestion that was recently implemented. It’s nothing major but it makes the software just that much better!
