With 2024 coming to a close, year-end tasks are also swiftly approaching. Get a jump on 2025 by reviewing the recommended year-end procedures! As always, look no further than our Knowledge Base and Help topics to guide you through the process. Read More...
It’s almost 1099 season! If you don’t want to E-file, and you have 10 forms or fewer to send, 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 to be 100% compatible with AP and Trust. Read More...
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, 1099-NEC, and 1096. 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. Read More...
I noticed I have a balance being carried forward from the Prior Fiscal Year in my Retained Earnings account. This is making the figures on my Balance Sheet not match the YTD Net Profit/Loss on my Income statement. How do I correct this? Read More...
I'd like to see a list of the top 20 clients for hours worked in 2022. Is there a report for that? 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...
We have an invoice that should not be included in a vendor's 1099 totals. Is there a way to exclude this amount? Read More...
I've completed reviewing the books for the previous fiscal year and am ready to close them. Is there a way to prevent users from posting or editing journal records for the previous year? Read More...
It’s officially a new year! In the fuss of all your regular year-end tasks, don’t forget to review these sometimes overlooked items: Timekeeper Rates, Timekeeper Profitability Figures, Client and Task Based Billing Budgets, and General Ledger Budgets! Read More...
