Tax Season is Coming - Things to do
You've been in business for a long time and you have your pre-tax season routine down pat, don't you? Yet, sometimes, don't you find yourself realizing that you overlooked a step? Or forgot to order something? Left out some crucial bit of software? Or didn't update something you meant to do?
Well, here are some lists to help you:
____ a) Tax Preparation - individual ___, partnership___, Corp (all)___, Trust ____, Estate____
____ b) Organizers ___(conversion from old program, if needed) ____
____ c) Electronic Filing
____ d) Payroll Taxes
____ e) W-2/1099 filing (Can they efile?)
____ f) Sales Taxes
____ g) Accounting or Bookkeeping
____ h) Research
____ i) Forms and misc. Software
____ j) Client contact/Billing
____ k) Tax Planning Tools
____ l) Word Processing*
____ m) Spreadsheets*
____ n) Internet Browser and ISP
* Note: Did you know that you can get free office software that's even better than Microsoft Office? Yup, OpenOffice.Org's suite of free tools includes a word processer, spreadsheet, PowerPoint, and more.
Eva Rosenberg, MBA, EA, is the publisher of TaxMama.com, and author of the weekly syndicated Ask TaxMama column. She provides answers to tax questions from taxpayers and tax professionals worldwide.