Tax time is stressful for everyone, but especially for businesses. We just helped make tax time easier with our newest feature in Version 19.
Tabs3 has partnered with Nelco to provide Tabs3 E-file, a complete solution to filing your 1099-MISC and 1096 forms. You don’t need to deal with the forms, envelopes or postage, or configuring your printer at your office; instead, simply upload your data to the Tabs3 E-file portal and they can be electronically filed, printed and mailed, or emailed on your behalf, saving you time and manpower every year.
To transmit 1099-Misc forms to the Tabs3 E-file portal
To see the Tabs3 1099 E-file in action, check out our new video here!
Note: In order to use the new Tabs3 1099 E-file feature, you must be on Version 19.1.7 or later.
Not on Version 19 yet? No problem!
Accounts Payable Software (APS) and Trust Accounting Software (TAS) allow you to view 1099 information on reports, print 1099-MISC forms for filing, or create a 1099 Disk File which can be used to electronically file with the IRS. Using both APS and TAS together allows you to create a combined file by merging your TAS data into APS to run one set of 1099 forms or create a single electronic file.
Continuous 1099 Forms can be ordered directly from the IRS. However, for laser printer forms, we recommend ordering 1099 Forms from Nelco®. These forms are guaranteed 100% compatible with APS and TAS. Likewise, you can order W-2 Wage and Tax Statement laser forms from Nelco. Now is a good time to take inventory of your 1099 forms, Accounts Payable checks, and Trust Accounting checks so you can order them all at the same time! Nelco has over 50 years of experience in the business forms industry. Order today by calling 1-800-266-4669 or go to nelcosolutions.com/Tabs3.
Did you know that you can customize the email templates used to email statements from Tabs3? Not only can you customize your own email templates, but we also provide four sample templates to help you get started.
Knowledge Base Article R11782, “Using and Customizing Sample Email Templates,” includes the contents of the email templates provided with Tabs3 Billing Sample Data, explains how you can make minor modifications so that they can be used to email your firm’s client billing statements, and provides troubleshooting information.
If you’re not already familiar with the Tabs3 Email Statements feature, take a look at KB Article R11338, “Emailing Tabs3 Statements.” Email Statements also allows you to include a link for your clients to pay online. See KB Article R11767,”Using the Tabs3 Payment Link,” for more information.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
What if you had a place in Tabs3 and PracticeMaster that allowed you to add your most frequently used icons, and then group them together? In Version 19, you can!
The My Actions section of the Home Page can be customized to display the features you use most, including reports. You can even create groups of features for easy categorization! My Actions can be customized in Tabs3 Billing, PracticeMaster, General Ledger Software (GLS), Accounts Payable Software (APS), and Trust Accounting Software (TAS).
To access My Actions, you must have the Home Page open. The Home Page can be opened by default each time you open the software by selecting the Home Page check box in Theme Settings (View | Theme Settings). Alternatively, if the Home Page is not shown, you can open it by pressing Alt+Home or via File | Home Page.
Add your favorite features for quick access.
To add an action
You can also add actions by right-clicking an item in Quick Launch and selecting Add to My Actions, or by hovering over an action on the All Actions tab and clicking the star.
To remove an action, click the minus sign on the action you want to remove.
Groups can be created to help categorize your favorite programs. For example, you could create groups for Daily Tasks, Monthly Reports, or Year-End just to name a few! Assign a color to the folder to make identification easier.
To create a group
You can add actions to an existing group by dragging and dropping an action onto the group icon, or by clicking the group and then clicking the Add Actions button.
To remove a group, click the (Edit Group Properties) icon and click the Delete button.
How can you decide when Platinum is right for you? There are several questions you can ask to help determine when it is time for your firm to upgrade to Tabs3 and PracticeMaster Platinum.
If you answered yes to any of these questions, it may be time to upgrade to Platinum. Read on to find out more!
Access your data remotely. Do you need to enter fees and costs while on the road? Do you need access to your firm’s calendar and contacts while away from the office? You could call the office and ask for information, or you can log in to Tabs3 Connect and directly access what you need. Tabs3 Connect provides access to the fee and cost entry, Matter Manager, calendar, Graphical Recap of Hours, client and contact information, eNotes, alarms, and documents. Best of all, Tabs3 Connect is a secure solution. See Tabs3.com/Connect for more information.
Protection from data corruption. If you have had network or hardware problems in the past, it may be interesting to note that these are the most common causes of data corruption. The good news is that Transaction Processing can prevent corruption in situations where errors occur while running protected tasks, such as data entry and Update Statements. If the task is interrupted, such as when a power failure occurs, the data file is automatically “rolled back” to its prior state. This is accomplished using the Auto-Recovery feature of Transaction Processing. Rather than searching for a backup that may or may not be usable, you can simply rerun the process. This kind of protection can save your firm time and money.
High network activity. Did you know that as network traffic increases, Platinum works harder? If your firm heavily utilizes the network, imagine adding another 5-10 users to your network. Will it stand up to the challenge? Performance degradation is substantially less when adding users to a network using Platinum. Go one step further with the Platinum SQL software. Platinum SQL is designed to utilize 64-bit server capabilities for even faster data access, and provides additional features beyond the standard Platinum software such as 32-bit and 64-bit ODBC access and OLE DB access. If your network currently struggles during peak working hours, it may be time for Platinum or Platinum SQL.
Create backups while others continue to work. When using the standard multi-user version of Tabs3 and PracticeMaster software, it is necessary to ask all users to save their work and exit the software when you want to make a backup of the current working directory. This can make it difficult to schedule backups for a time when no one is logged in to the software. Platinum provides a solution with HotBackup. The HotBackup feature can be run at any time of the day, regardless of whether users are logged in to the software. Not only do you gain the peace of mind knowing you have a valid backup, you also gain the convenience of scheduling backups at any time, 24 hours a day.
Work in files and process reports simultaneously. If many of your users need to run reports and sort, filter, or otherwise work with data at the same time, Platinum can make their reports, filters, and indexes run more quickly. Accelerated filtering allows sorting and filtering to work significantly faster by using the server’s resources, rather than those of the user’s workstation. Additionally, with the Tabs3 and PracticeMaster Report Accelerators, you can see reports run 10-30 times faster! That means a report that takes one minute could be run in as little as 2 seconds! For a side-by-side comparison of Tabs3 reports, visit KB Article R11142, “Tabs3 Performance Comparison.”
Enhance your firm’s communication. Communication is key in the workplace. Combining the best of email and instant messaging, eNotes provide a quick and easy way to deliver messages. Need to reference information already in PracticeMaster? eNote lets you attach appointments, journal records, documents, and more to your messages using the built-in eNotify feature. This allows you to send and receive the information you need in record time!
If it’s time to upgrade to Platinum, KB Article R11261, “Platinum Version Net 30 Trial Plan,” provides information regarding how to get started with the Platinum 30-day free trial plan. Contact your local consultant, or contact our Sales Department at (402) 419-2200 today! You are just one phone call away from experiencing the many benefits and features of Platinum!
In Version 19, we added the Attach PM Document button to the PracticeMaster toolbar in Outlook. When composing an email in Outlook, this button is available on the PracticeMaster tab if the PracticeMaster toolbar is installed.
To add multiple managed documents to an outgoing email
You can now finish composing your email and send it. Keep in mind that your or the recipient’s email server may have a limit on the size of attachments that can be included with an email message.
Note: If you only need to send a single managed document to someone, you can also open the document management record in PracticeMaster and click the Send Email option in the Take Action group of the Quick Clicks pane. This will create a new email message in Outlook with the document attached. However, if you need to attach a single managed document to a reply or forwarded email, use the Attach PM Document button instead.
Wondering what all the fuss is over the new look of Version 19, but don’t have time to read up on it? It takes less than two minutes to watch it in action.
The What’s New in Version 19 video provides a quick overview of some of the coolest new features in 19 – the new look and navigation! Watch this video to see how the new font and text size changes the way you view the software. You can also see how to access the features you use most quicker than ever via the Home Page, Tabbed Interface, Quick Launch, and the PracticeMaster Dashboard.
Watch this two-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Training Videos.
Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records. You can also typically choose whether or not you want to include inactive people or accounts on lookup windows and reports.
Records in the following files can be marked as inactive:
Note: The Inactive check box was added to the APS Vendor Information and Bank Account Entry files and the TAS Bank Account File in Version 19.
For more information on marking files inactive, press F1 to open the Help, enter “inactive” on the Index tab, and select the desired topic.
Tabs3 can apply payments to multiple matters that have an accounts receivable balance, provided they are for the same client. This feature has been enhanced in Version 19 so that you can apply payments to specific statements for multiple matters!
To apply a payment to multiple matters
For more information on this feature, refer to the Payment Amounts for Multiple Matters topic in the Help Files.
In Version 19, we added the ability to add an “Amount” column heading for fees via Statement Customization. Statement Customization provides many customization options, including what terminology to use on your statements.
To add an Amount header to statements
This terminology will be displayed above the dollar amount for fees when the statement template being used includes an amount for fees on the statement.
When clearing the alarm on a linked calendar record (i.e., a calendar record that has multiple users selected) the alarm is only cleared for that user. The alarm will still be displayed as specified for other users who have not yet cleared it. Likewise, snoozing an alarm only affects the user who snoozed the alarm.
However, keep in mind that if an alarm is linked to records for other users, entering a Date Completed will mark the record as complete and clear the alarm for all users. Likewise, clearing the Date Completed will mark the record as incomplete for all users.
In Version 19, we increased the limit of user-defined fields in each file to 450. This number is in addition to any protected fields in the file. In Version 18 and prior, you were limited to 435 fields total in each file, which included both user-defined and protected fields.
If you want to see how many user-defined fields you currently have in any given file, you can run the File Definition Report (Reports | File Definition Report). The following fields on this report may be of particular interest:
For more information on the File Definition Report, including fields not listed here, refer to the PracticeMaster Report Pack.
The Import Bank Transactions program allows you to import transaction information via a file that you download from your bank or credit card company. File formats supported include the .OFX, .QFX, and .QBO file formats.
During the import process, GLS compares the imported bank account transactions with existing journal entries and deposit slips. If matching transactions are found, they are shown on the Matched tab so they can easily be marked as having cleared the bank. Any imported transactions that cannot be matched are shown on the Unmatched tab, allowing you to easily match them with existing transactions or create new journal entries based on the imported information.
To import bank or credit card transactions
You have now reduced the time it takes to reconcile your bank and credit card accounts.
Note: This process is also available in Trust Accounting Software (TAS).
Once you have confirmed the information in GLS is accurate and you’ve printed any necessary financial reports, you may want to consider adjusting the “Date through which books are closed” to the end of the completed year. However, this is completely optional. This date specifies a closing date for which you no longer want journal entries posted or edited. Journal entries dated on or before this date cannot be posted, which allows you to preserve the integrity of financial reports.
To change the Date through which books are closed
Note: More information regarding Year-End Procedures in GLS can be found in Knowledge Base Article R11600, “General Ledger Software Year-End Overview.”
In Version 19, we introduced the ability to mark vendors as inactive. Invoices, manual checks, and EFTs cannot be entered for inactive vendors.
To mark a vendor as inactive
Inactive vendors can be included or excluded from the Vendor Lookup window, Vendor List, and Vendor Analysis Report.
Note: Vendors with one or more recurring entries cannot be marked as inactive. Recurring entries must be deleted before the vendor can be marked inactive.
You can print a check with a specific date by using the Quick Print button.
To print a check with a specific date
Your check will now print with the date that you selected.
A check test pattern can be printed that is comprised of “Xs” where the check information would be printed. A check test pattern can be printed on a check or on blank paper, and allows you to see where everything will print on a real check.
To print a check test pattern
If you find that the text does not line up, adjustments can be made to margins and the printer offset adjustment via Print Setup (File | Print Setup | Page Setup button).
Note: If Check Numbers Preprinted on Check is selected in Print Setup (File | Print Setup | Check Setup button), the check number used for the test pattern will automatically be voided. The voided check number will be printed on the test pattern.
Note: This process is also available in Accounts Payable Software (APS).
In non-Platinum software, the Back Up Data Files program (File | Back Up Data Files) creates and stores up to three temporary backups in the “backup” subfolder of the Current Working Directory (e.g., C:\Tabs3\backup). These backups each include data from System Configuration, Tabs3 Billing, PracticeMaster, General Ledger Software, Accounts Payable Software, and Trust Accounting Software if installed.
Alternatively, in the Platinum software, the HotBackup program (File | HotBackup) creates and stores a user-defined number of temporary backups to a user-defined location. HotBackup also backs up data for all of the software.
It is important to note that the built-in backup programs in the Tabs3 and PracticeMaster software only back up data files. They do not back up program executables, nor do they back up every file in the Tabs3 Current Working Directory. In order to back up all files, you must use a third-party backup system and back up the entire Tabs3 Current Working Directory.
For more information on backing up your Tabs3 and PracticeMaster data, see Knowledge Base Article R11524, “Backup/Restore Information Resources.”