Tax time is stressful for everyone, but especially for businesses. 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 and 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
Prefer not to use the Tabs3 E-file portal? 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. These options can be found via the Reports | 1099 Information menu in APS and TAS.
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.
PracticeMaster provides integration with Microsoft® Outlook®, which is the standard for office email. Calendar and contacts can be synchronized between PracticeMaster and Outlook. Using the Outlook Toolbar Plug-in provides the ability to create PracticeMaster calendar records, fees, and journal entries for any email in Outlook.
So where can you get more information on these great features? Knowledge Base Article R11482, “Resources for Integrating PracticeMaster with Outlook,” provides a list of articles regarding the integration.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Our office will be closed on Thursday, November 28th and Friday, November 29th, in recognition of Thanksgiving.
Here are some helpful Support resources that are available 24/7:
The Statement of Cash Flows Report (Reports | Statement of Cash Flows) in GLS shows how the firm’s cash position has changed over a period of time. It shows the amount of cash earned from profit, where you received additional cash, and where your cash was spent. The report shows how much cash was provided or used by the following types of activities:
Accounts can be classified into the three sections via Account Setup. All Detail Balance Sheet Accounts, except for ones marked as a Bank Account and the Retained Earnings account, can be configured to display in one of the three designated sections. Bank Accounts are excluded because the purpose of this report is to calculate the cash amounts based on the other information. The Retained Earnings account is also excluded because the Net Income (the net change in Retained Earnings) displays at the beginning of the report as a starting point.
To classify accounts as operating, investing, or financing
There are many great features in Tabs3 and PracticeMaster Platinum, but when you want more information, where do you start? Whether you are looking into Platinum, have just purchased a license, or have had it for a while, we provide many great resources to help you learn more about Platinum.
Knowledge Base Article R11406, “Platinum/SQL Resources,” provides information on accessing the Platinum Product Page, Platinum SQL white paper, Platinum Server Manual, and Platinum Help topics. Additionally, a list of more than 30 Knowledge Base Articles are grouped by general information, Platinum feature information, technical and troubleshooting information, and Platinum SQL information.
If you have any questions regarding Platinum features, contact your local consultant, or contact Technical Support at (402) 419-2210.
Are you getting the most out of reports? There are several report features that can help optimize your results.
The Working with Reports video not only shows you how to access reports, but also walks you through running a Transaction File List. You’ll learn about options and settings that are common with all reports, how to filter reports so you only see what you need to see, print options, report preview benefits, and resources for finding the right report to meet your needs.
Watch this five-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer?
To print the user initials in the report footer
When using a large range of Client ID’s, you can select to only include clients that had activity (e.g., fees, costs, payments and/or client funds transactions) since the last statement generated.
To generate statements for only clients with activity
The Pre-Update Statements Report can be run to see which Final bills have not been updated.
To run the Pre-Update Statements Report
There are a couple of ways you can adjust the calendar to alter how much of the day is shown.
If your schedule is more event-based than task-based, you can reduce or even remove the Task List at the bottom of the calendar. By default, the divider between the Event Calendar and Task List portions of the window is intended to align with the Date Selector months on the right side of the calendar. Moving the divider up or down will make it jump to the height of the next month. If you want to have finer control over the placement of the divider, hold the Ctrl key while dragging the divider up or down. This will resize the section to exactly where you want. Drag the divider to the bottom of the window to hide the Task List.
You can also adjust the time interval shown on the calendar via Calendar Properties (Calendar | Calendar Properties | Daily tab). By increasing the Time Interval value, more of the day can be shown.
When you are using the Tabbed Interface (View | Theme Settings), you have two ways to close all open tabs:
Additionally, both the Windows menu and clicking Active Files displays a list of all open tabs, allowing you to select any tab to bring it into view. The tab listing with the check mark next to it indicates which tab is currently the active tab. This list can be especially useful when you have more tabs open than fit across the window.
Note: The Close All and Close All Tabs options will not close the Home page.
Accounts can only be shown in Chart of Accounts order on the Income Statement and Balance Sheet. However, accounts can easily be moved in your Chart of Accounts by dragging and dropping them to the desired location.
To move an account in the Chart of Accounts
The account will now be in the order you placed it when printing an Income Statement.
Income and expense account budget figures can be accessed and edited via Account Information.
To create a budget for an expense or income account
Use the same steps to proceed through the other accounts that you want to establish budgets for.
The Vendor Analysis Report provides month-to-date (MTD), year-to-date (YTD), and to-date (TD) totals for paid posted invoices and discounts taken for each vendor.
To run the Vendor Analysis Report
When voiding a check, you have the option to also delete the invoice that was paid by that check.
To delete an invoice paid by a check
Note: This option is also available in the Void/Reprint Unposted Checks utility (Checks | Void Checks | Void/Reprint Unposted Checks).
Note: Although the invoice is deleted, the check will still be shown in the voided check list.
You can quickly print a check right from the Trust Transactions program!
To print a check from the Trust Transactions program
As long as the Federal ID matches for the trust account and the firm, it is possible to merge the information for the 1099 files so that you only have to print out one 1099 form that will include the information from Trust Accounting (TAS) and Accounts Payable (APS).
Using the “Create APS 1099 Merge File” program in TAS (Reports|1099 Information | Create APS 1099 Merge File) will compile this information into a merge file. Once the merge file is created, APS will be able to combine the amounts from the merge file with the APS information so a single 1099 form can be generated for each common entity using the 1099 Forms program in APS (Reports | 1099 Information | 1099 Forms).
Alternatively, you can use the Tabs3 1099 E-file program to submit and electronically file, or print and mail, 1099 forms for both TAS and APS. For more information on Tabs3 E-file, see Knowledge Base Article R11788, “All About Tabs3 E-file.”