The IRS changed the layout of Form 1099-MISC and Form 1099-NEC for tax year 2022. Tabs3 Trust Accounting (Trust) and Accounts Payable (AP) have been updated to print using the new form layouts. To ensure compatibility, order your forms from Nelco®. These forms are guaranteed to be 100% compatible with Tabs3 Software. You can order forms by calling 1-800-266-4669 or visiting NelcoSolutions.com/Tabs3.
Additionally, the Tabs3 E-file feature has been updated to support the state of Alabama’s requirement for the State income amount to be filled in. See KB Article R11922, “Form 1099-MISC and Form 1099-NEC Changes for Tax Year 2022” for additional information.
Update to Version 22.2.15 or later for changes to 1099s.
Note: Due to the form changes, you will not be able to print 1099 forms for tax year 2021 or prior after updating. The 1099 Report can still be used to gather information for prior year.
Verification lists are optional and can make it easy to confirm what activities have been done by whom in the software. Many firms review these on a regular basis, verifying which transactions have been added, changed, and deleted by the users in the firm. Verification Lists can be generated for much more than fees; there are more than 15 different verification lists in Tabs3 Billing, Trust Accounting (Trust), Accounts Payable (AP), and General Ledger (GL).
Knowledge Base Article R10793, “All About Verification Lists,” provides detailed information about the various verification lists available in the software including a breakdown of verification lists, how to enable or disable optional verification lists, which verification lists are temporary, how to delete verification lists, a complete list of all verification lists, and much more.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Did you know that you can reprint client statements whenever needed? It’s easy to reprint statements when you’re required to provide them by the client or the court. You can reprint a single statement for a single client as well as multiple statements at one time. When printing multiple statements, you can print a range of clients, statement dates, and more.
To reprint a single updated statement
Note: You can also reprint statements via the Quick Launch by searching for and selecting “Reprint Single Updated Statement.”
To reprint multiple updated statements
Tip: Alternatively, you can run a Transaction File List (In the Quick Launch, search for and select “Transaction File List”) to show all transactions or a range of transactions for a client. Because the report uses a list format, printing a Transaction File List can significantly save paper depending on how many statements the client has had.
QuickViews provide a powerful way of organizing and finding information. QuickViews combine a filter, column layout, and sort option into a tab at the top of the window. When you change from one QuickView to another, you quickly change which records you see, the columns that are displayed, and the order in which records appear. In PracticeMaster, QuickViews can also include Smart tabs at the bottom of the list to further sort records into groups based on the selected indexed field. You can customize the colors used for QuickViews and Smart tabs. You can share QuickViews for all users as needed or define them for yourself. Once created, you can select a QuickView at the top of the window, or via the Quick Clicks pane.
QuickViews are available for both Platinum and non-Platinum editions of the software; however, they run faster in the Platinum edition of Tabs3 Billing and PracticeMaster.
Why are QuickViews faster in Platinum? Filters are processed at the server computer, similar to how the Accelerator processes reports. Rather than having to filter the records once they have been received from the server, the workstation receives only the records that have been pre-filtered by the server. This reduces network traffic and allows filtered lists to display considerably faster. Additionally, column sorting is processed at the server, which also improves the speed at which lists are displayed.
For more information about Platinum features, see Knowledge Base Article R11379, “Platinum Overview.” If you have any questions regarding Platinum features, contact your Tabs3 Software consultant, or call Support at (402) 419-2210.
With tax season just around the corner, Tabs3 E-file is here to help simplify your 1099 submission process! Tabs3 has partnered with Nelco to provide Tabs3 E-file, a complete solution to filing your Form 1099-MISC, Form 1099-NEC, and Form 1096. Learn how to easily upload your data to the Tabs3 E-file portal so that your 1099’s can be electronically filed, printed and mailed, or emailed on your behalf.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Accepting payments has never been easier for your law practice. With features such as easy invoicing, next day funding, and more, all within Tabs3 Software, you can get paid faster.
With Tabs3Pay you can:
Other Benefits Include:
Why use Tabs3Pay to Accept Payments?
To sign up for Tabs3Pay
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
Did you know that you can save reports generated from Tabs3 Software as PDFs? Instead of maintaining folders and/or boxes of paper, store your reports digitally instead!
When printing your reports, there are two ways to save the file as a PDF:
Once you start saving your reports as PDFs, think about saving them as document management records in PracticeMaster. When saved to PracticeMaster, your reports become easily searchable. Worried about security? Assigning documents to a secure client will limit the information available to users. When running a conflict search, any hits belonging to a secure client will display “This is a secure record.”
Tip: Use the Send to PracticeMaster option while in File Explorer to automatically create document management records in PracticeMaster for multiple reports. For more information on the Send to PracticeMaster feature, see Knowledge Base Article R11571, “Document Management Frequently Asked Questions.”
Tabs3 Billing allows you to specify a password for the PDF statements sent via Email Statements for added security. The password can be unique for each matter and client.
To password protect PDF email statements
The next time you send an Email Statement, the client will be prompted to enter the password to open the PDF. For additional information about Email Statements and password security, see Knowledge Base Article R11913, “Emailing Tabs3 Billing Statements.”
You can use the File Definition Report to get detailed information about the fields and indexes included in a specific data file, including Area of Practice files.
To access the File Definition Report
For more information on interpreting the File Definition Report (and other PracticeMaster reports), see the PracticeMaster Report Pack.
The terminology for trust information on statements is stored in Tabs3 Trust Accounting, and is specific to each bank you have configured.
To change the trust account terminology
The Renumber Vendors program can be used to assign new numbers to existing vendors. All invoices, manual checks, EFTs, posted checks and EFTs, voided checks, recurring entries, and vendor productivity amounts are renumbered as well.
To renumber a vendor
Your vendor will now have the new number and is ready for use.
General Ledger’s Import Bank Transactions feature uses financial files in multiple formats (.OFX, .QBO, or .QFX) to help clear your bank transactions. This allows you to match up journal entries that are already in the system against the ones in the file.
To import bank transactions
To match imported transactions to journal entries
When you start your reconciliation, all cleared entries will be selected, cutting down the amount of time that the reconciliation takes.