Tax / Financial Software

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The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems to sophisticated general ledger, accounts receivable and payable, payroll, inventory and planning packages. Two of the most common titles are Quickbooks and Microsoft Dynamics.

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What are the steps involved in becoming incorporated so I can be paid on a Corp to Corp (C2C) basis?
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PMI ACP® Project Management
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I'm after a simple to use budgeting program. Preferably free but will pay for something that's awesome too.

Just keep in mind this is for the home user to categorise their income/expenses and track their spending.  I want to be able to import my bank transactions and have the program automatically categorise them.  If I need to set up a new category, I expect to be able to rerun the categorisation for all transactions.

Anyone know of a program that will fit this need?

Thanks and appreciate your input.

(I'm at the point of developing something myself but just hate reinventing the wheel)
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A discussion about the billing practices of IT Support contractors and my ideas of what is fair and what is not!
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by:William Fulks
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I used to work for an MSP and every so often we'd take on the personal machine of some business owner in hopes of doing more business with them later, and dang near every time there would be a problem. People would show up with computers that were 6+ years old and expect us supercharge them. We'd put a couple of hours into them cleaning up malware, bloatware, registry issues, etc. Often having to reboot multiple times which could take as much as 5 minutes just for that, then the client gets a bill for $200 and gets all mad because they could go buy a new PC for $299 at Best Buy. Well, maybe you should have....
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by:Lee W, MVP
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It's important, in my opinion, to state from the onset, that repairs billed by the hour could quickly exceed the value of the PC.  If I can't fix a machine in 30-60 minutes, I give the client the option of a complete reload or buying a new machine... but you also have to keep in mind, it's not JUST the cost of the hardware and to a lesser extent the software.  There's configuration and data migration.  If they want things EXACTLY the way they were before, add that to the cost of a new PC and fixing the old one, even when the total charge is as much as a new physical computer, it may prove considerably cheaper.  (You buy a new house and the expenses don't stop there.  Now you often spend at least a little on "upgrades" and customizations - paint, carpet, new appliances, the move in costs... etc.... house costs $200000... but you then spend $20000 more on incidentals/extras
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My QuickBooks Pro 2018 shows my Maryland Unemployment account for 1st Qtr 2018 as being due/late in the “Pay Liabilities” page. It was paid end of April and cleared May 2nd. In QuickBooks it shows as being paid May 2nd in the “Pay Liabilities Payment History” section; so why would it show as still being due in the “Pay Liabilities” section? The payment also shows up in the register as cleared.
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Hey, we have been having a strange problem with our Quickbooks POS ver 13 multi user installation in a club setup (4 machines). Customers have to recharge their accounts before ordering and the big problem we have is discrepancies between current and available balances. However,the sale transactions are posted in real time but the balances take seem time to synchronize(happens  to a random member account irregularly ) and we have changed the LAN routers and cabling and the problem is still persisting. The charge to account is posted after some delays of a few hours. We have integrated the solution to Quickbooks premier for financial exchange. Our company file is 500MB big and the connectivity tool doesn't post any errors. The environment is available for remote access any time. Any pointers?
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Which industries use the "end of period" and "beginning of period" options in the PMT, FV, PV and other financial functions.
When I've taken out a personal loan at the bank, I was never asked "Would you like to pay at the end of the month? or would you like to pay at the beginning of the month?"

Which types of transactions?  Is it non-USA entities?  Is it real estate? Asset-based loans?
Can anyone point to an article, blog post, or video that discusses who uses the last option in these financial functions.
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Technologists and Researchers alike are discussing how blockchain technology is the next huge thing crosswise over businesses from the fund to retail to even medicinal services.
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Does anybody know what a BK line is?
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okay so when I ordered some squishies it says that the price adds up to 3.68 because tax now when I check it its only 1.69 no tax I'm trying to figure out if its 3.68 or 1.69

ON AMAZON
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What versions of QuickBooks allow checks to be printed?
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Windows 10. Sage 50 Accounts Professional 2017, perpetual license. I'm out of the first year free tech support. I've only ever upgraded every 3 or 4 years because I'm a one man band but I do need the sales and purchase order processing functions. Moving to Sage Cloud including sales and purchase order processing is too expensive. I've been using previous versions of this for 20 years. It's been nagging me to upgrade for a month or more. I finally accepted it and would have stopped if it had asked for payment, but it didn't so I continued to the end. Everything seemed fine until I tried to print a purchase order. I discovered that ALL the layouts had disappeared. I can print invoices because one suitable layout is still there. But only one. I checked sales order printing and found ALL of these layout are gone too. So I installed the program on another machine. So far it has NOT asked me to upgrade. I've exported the 2 layouts I want to a USB stick but can't figure out how to import them to the old machine's Sage. How can this be done please? This is my preferred solution. Plan B would be to see if I can roll it back to before the upgrade. Plan C would be to uninstall Sage and reinstall it but not upgrade when requested to do so. By the way, during the upgrade I recall it telling me I needed a 1.8MHz PC and this  was a 1.3MHz. Could that be the cause? I'm fairly sure I got this message 18 months ago when I upgraded to the 2017 version but it worked fine.
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Please provide me with a list of free credit monitoring services/websites such as Credit Karma.com that will alert me to different credit alerts and also provide offers from different banks and lenders.
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Last year I electronically signed some loan documents using the http://www.conformx.com website.

Now when I try to log back onto the http://www.conformx.com website I am unable to do so and I can't find any links on their website that will allow me to reset my password.

Does anyone know of any website addresses, methods, customer service or tech support departments I can contact to reset my login password for the http://www.conformx.com website?
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When will the Federal Reserve meet again to discuss raising interest rates?
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By definition, working capital is the measure a company’s efficiency and its financial health from a short-term perspective. With the implementation of GST in India on July 1, 2017, the unorganized sector has to pay GST at various levels in order to redeem it themselves.
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What are the differences between mortgage interest rate and APR?
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World Wide
When you read payment gateway for E-commerce business, the first name that comes to your mind is PayPal. It is the most widely used payment gateway in the majority of the E-commerce platforms all over the world.
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by:dave mash
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Interesting article. I think cryptocurrency and especially bitcoin is our future. I use Cubits wallet. In addition to this, Cubits has flexible merchants that accept Bitcoins and work with other financial providers like credit card companies, OK Pay and Rapid Transfer. More interesting info you can find at https://www.valleygames.ca/bitcoin-casino-your-guide-to-the-best-bitcoin-options-for-gambling/  Now I play in bitcoin online casino.
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I have a client running a Server 2012 STD server as domain controller and remote desktop server.   On that same server, they have Sage 50 US installed and hosting 4 Sage company files accessible via the local network workstations and through remote desktop services.    We now have a need to isolate one of these company files.   My thought is simply to install another 2012 or 2016 Standard server and to install Sage 50 on that box for that single company.   I'm assuming local workstations could still access that file through a different drive mapping.   Is that correct?   Would I need all new RDP licensing to keep users of this lone company ONLY on this new server when accessing it remotely?

Any other solutions anyone can think of?
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What is the deadline for amending past year federal tax returns?

I overlooked some deductions in previous year tax returns and will need to amend these returns.

How many years back can I go to amend prior year tax returns?
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Hi... for user with ms Dynamics gp10, are there  U.S. Payroll Tax Update still 2018, or is there a workaround?
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I purchased BOTH Turbotax Premier and Business.  Does the sequence in which I install them make any difference?
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Hello Experts,

I am trying to put together a Minute Book for my small corporation and am I correct in thinking that all of the below are pre-made templates that I can download somewhere and just fill them in?

1.      Corporate company ownership structure (showing upstream parent company/companies, Trusts and personal shareholders)
2.      Shareholder’s Register/Ledger (current and up-to-date)
3.      Share Certificate(s) (of majority shareholder(s))
4.      Shareholder agreement (for companies with two or more shareholders)
5.      Any other issued Articles (e.g. Articles of Amendment, Amalgamation, etc.)
6.      Director’s Register


If applicable, do they need to be specific to my province, which is Ontario where I register my corporation?
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Install BOTH TurboTax2017-Premier  AND TurboTax2017-Business
Do I want to install Premier first followed by Business?  Last year (2016) i installed them separately and it seemed to make a difference.   Last year I installed Business FIRST and then Premier and there were some issues with the Premier seeing and importing the Business content to my Premier return.
Thanks.
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Hi, I’m sure many of you are probably sick of answering this question, so apologies in advance.

I’ve been following (not trading) BitCoin for the last year. A few friends etc have invested in it, etc.

I have a few questions:

01 - I know this is hard to call, but I’m sure I’m too late to the BitCoin game, BUT are all crypto currencies the same in this regard or are some only worth very small now but could potentially explode like BitCoin?

02 - How do different things influence different crypto currencies, or are they all influenced by the same thing?
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by:btan
Suggest you consider asking these questions instead of putting these as post. Thanks.
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by:Andrew Leniart
@btan

Nice article for 101
https://blockgeeks.com/guides/what-is-cryptocurrency/

Great article! Thanks for posting that.
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I am trying hard to find a way to automate some calculations on a credit card merchant statement. But I must be 100% within the letter and the intent of the rules which define PCI compliance.

Writing a Java app to run on all platforms was a great suggestion to "pre-process" the data, redacting private data, before upload to my site for further processing. But, I wonder, why not do ALL the processing via a downloadable Java App?

Is that a guarantee that I am 100% PCI compliant?

The problem will be when it fails a user and they need it debugged...I would need that PDF file sent to me for debugging. BUT, isn't that a much safer route to take than putting it on a website?

I would certainly have a high security bar to maintain regarding how I handle my PC, and maybe the methodology I use when choosing a password for that email account. But NOT having a website where any Credit Card info resides seems like a smarter way to go.

So, I am now imaging a simple website, probably WordPress. I would post a current version of the Java App for download and explanation of what it does, etc.

Users could download it and privately process their merchant account report on their own PC's. In the LIKELY event they have an unsupported report format, they could email me their full report. (Redacting private data from a PDF itself seems like a pretty high bar for users to handle)

On receipt of the PDF, I would redact all private data for that statement, and delete all un-redacted…
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Tax / Financial Software

1K

Solutions

12

Content

i
The collection of articles, videos, and posts on this topic.

2K

Contributors

The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems to sophisticated general ledger, accounts receivable and payable, payroll, inventory and planning packages. Two of the most common titles are Quickbooks and Microsoft Dynamics.

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