As 2025 winds down, it’s time to tackle year-end tasks and set the stage for a successful 2026! Whether you’re wrapping up the year or planning ahead, our Knowledge Base and Help topics are here to provide the guidance you need.
Knowledge Base Article R10429, “Year-End Overviews for Tabs3 Software Products,” includes links to KB articles that provide checklists and frequently asked questions. The types of questions found in each year-end article are outlined below:
Tabs3 Billing – R11693
- Retaining Previous Year’s Information
- Next Year’s Entries
- GL Integration
Tabs3 Trust Accounting – R10433
- Bank Account Reconciliation
- Reports
- 1099s, including E-file
- GL Integration
Tabs3 Accounts Payable – R11278
- Checks
- Void Posted Checks
- Reports
- 1099s, including E-file
- Deleting Vendors
- GL Integration
Tabs3 General Ledger – R11600
- Advancing the Year
- Reports
Lists of basic year-end procedures are also available in Help for each Tabs3 Software application. Simply enter the keyword “year-end” on the Index tab to display the year-end procedures Help topic.
Our office will be closed at 3:30 on Wednesday, December 10, for our annual Holiday Party.
Here are some helpful Support resources that are available 24/7:
Some tasks, such as running a Data File Integrity Check or rebuilding search indexes, can be set to automatically run when the application is opened by using a startup option. This, coupled with Windows Task Scheduler, provides a way to run tasks that can take a while to run after hours when no one is working. Knowledge Base Article R11034, “Automating Tabs3 Software Maintenance Tasks,” provides information on setting up an Access Profile to use for automated tasks, an introduction to startup options, creating a desktop icon for maintenance tasks, and how to use Windows Task Scheduler for total automation.
One important task that can take a while to run is rebuilding the search indexes in PracticeMaster. Typically, it is not necessary to rebuild the search indexes until you receive a message that your intermediate conflict of interest files are getting too large. However, in certain circumstances, the Linked Documents should be rebuilt on a regular basis. This is because even if the Index Properties are set to Automatic, changes to linked documents may not be immediately. In the Platinum edition of PracticeMaster, you can schedule an automatic rebuild or refresh of the search indexes. For more information, check out Knowledge Base Article R11659, “Rebuilding the PracticeMaster Search Index Files.” This article provides instructions on rebuilding PracticeMaster Search Indexes from within PracticeMaster as well as via a startup option.
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, December 25 and Thursday January 1, in recognition of Christmas and New Year’s Day.
Here are some helpful Support resources that are available 24/7:
Tax time is stressful for everyone, but especially for businesses. Tabs3 Software has partnered with Nelco® to provide Tabs3 E-file, a complete solution to filing your forms 1099-MISC and 1099-NEC. You don’t need to deal with the forms, envelopes and postage, or configuring your printer at the office; instead, simply upload your data to the Tabs3 E-file portal and the required forms can be electronically filed, printed and mailed, or emailed on your behalf, saving you time and manpower every year.
To transmit Form 1099-Misc and Form 1099-NEC to the Tabs3 E-file portal
- From the Accounts Payable Quick Launch, search for and select “Tabs3 1099 E-file.”
- Optionally specify a Minimum YTD Amount other than 600.
- In the Trust Transactions section, optionally select Merge transactions where Firm is the payer and/or Include transactions where Trust Account is the payer. (Note: Tabs3 E-file can also be started from Tabs3 Trust Accounting, with similar options.)
- Click Transmit.
- Log in with your Tabs3 E-file account information.
- In the Forms in Progress section, select the desired options and click Next.
- Verify your information is correct and click Next.
- Enter your payment information and click the Pay & Submit button.
Prefer not to use the Tabs3 E-file portal? No problem! Tabs3 Accounts Payable (AP) and Tabs3 Trust Accounting (Trust) allow you to view 1099 information on reports, print Form 1099-MISC or Form 1099-NEC for filing, or create a 1099 Disk File which can be used to electronically file with the IRS. Using both AP and Trust together allows you to create a combined file by merging your Trust data into AP to run one set of 1099 forms or create a single electronic file.
As of December 31, 2025, the Tabs3 Support Team will no longer provide support for Version 2021 of Tabs3 Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3 Software. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
Updating to the latest version is FREE when your firm has an active subscription. To get started, in the Quick Launch, search for and select “Check for Updates.”
If you have any questions regarding the discontinuation of support for Version 2021, please contact your Tabs3 Software consultant, or a member of our Customer Success Team at customersuccess@Tabs3.com or (402) 419-2212.
Previously published in November, October, September, August, July, and June.
Did you know that the language used on statements can be customized? The Terminology tab of Statement Customization provides 77 terms that can be changed.
To change the terminology used on statements
- In the Quick Launch, search for and select “Statement Customization.”
- From the Terminology tab, select the line you want to change.
- Press F2 or click to place focus in the Line field, and make any desired changes.
In addition to changing the terminology, in many fields you can also specify to bold, italicize, or underline text. Furthermore, you can add special codes in some fields to add additional text to the statement. For example, you can enter the “+” character in the first position of Line 2, to display the Attn line before the client’s name.
To see a complete list of terminology line items, and the special codes that can be used, press F1 while in the software and enter “terminology” on the Index tab. Click a line item to see what special options are available.
Do you want to accept credit cards, but aren’t sure where to start? Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions,” provides information regarding using Tabs3Pay for electronic payment processing. Included in this article are questions regarding getting started, setting up and using credit card processing, integration, and online payments.
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.”
With Tabs3 Cloud, all of the Tabs3 software is on a server in the cloud, offering you access from anywhere, and lightening your own server load. No need to hire IT to manage the software – backups are made automatically, updates are posted regularly by the Tabs3 team, and support is still just a phone call away with the same team you’re already familiar with! Tabs3 Cloud includes Tabs3 Billing and Financials, and PracticeMaster can be added for an additional charge.
To see how Tabs3 Cloud can benefit you and to get a quote, visit tabs3.com/Cloud to schedule a demo with a product expert.