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Tag: Trust Accounting


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.   Read More...


Verification lists are optional and can make it easy to confirm what activities have been done by whom in the software.   Read More...


With tax season just around the corner, Tabs3 E-file is here to help simplify your 1099 submission process!   Read More...


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!   Read More...


How can I change the terminology used in the trust section of my statements?   Read More...


You can now schedule a future-dated payment or series of payments from within Tabs3 Billing and a future-dated trust deposit or series of trust deposits from within Trust Accounting that will automatically process via Tabs3Pay.   Read More...


We need a list of all payments to our firm from trust accounts in the last year. Which report should I run for this?   Read More...


Did you know that you can have certain software features automatically run as soon as a Tabs3 Software application is opened?   Read More...