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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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I have an index and it is only published quarterly. I want to change it to monthly data.  I did the to the power 1/3 so each month in the quarter has the same return and it produces the same return as the quarter. This causes correlation problems with other indices which has monthly data.

Index 1 (Quarterly Data)
Index 2 (Monthly Data)

Index 1
Quarterly Return 0.48%

Index 2
June -6.71%
July 1.29%
August 2.65%
Which bring this quarterly return to -3.00%.

When I am converting Index 1 to monthly data , i would like to use Index 2 as a guidance.  So, it needs to weighted using the Index 2 data when making Index 1 monthly.

I tried the following.

For June Index 2 x1 = (1+ -6.71%)/(1+ 3%) - 1
For July Index 2 x2 =(1+ 1.29%)/(1+ 3%) - 1
For August Index 3 x3 = (1+ 2.65%)/(1+ 3%) - 1

For June Index 1  y1= (x1/(x1+x2+x3)) * 0.48%        (0.48% is the quarterly return for Index 1)
For July Index 1 y2= (x2/(x1+x2+x3)) * 0.48%        (0.48% is the quarterly return for Index 1)
For August Index 1  y3= (x3/(x1+x2+x3)) * 0.48%        (0.48% is the quarterly return for Index 1)

Then when I compound (1+y1)(1*y2)(1*y3) - 1 = 0.48% So it worked for this quarter.

It works great for some quarters but it doesn't work for some quarters. In some quarters, when I compound y1 y2 y3, i get a number very different from the actual quarterly data for Index 1.  Please see the attached file for the excel file. It has the calculations.
example-data.xlsx
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creating a 1099-misc efile.  Where do you start? what's the easiest way beside buying software?
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4 Comments
What are the steps involved in becoming incorporated so I can be paid on a Corp to Corp (C2C) basis?
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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: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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by:Brighton Davies
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Brilliant write-up – completely agree with your thoughts on transparency. Can’t tell you how many times I got ripped off by subpar support b/c they weren’t upfront about knowledge/rates/etc. I’ve learned to take care of a lot on my own (Google FTW) but when I need an expert eye/opinion mustardit.co.uk doesn’t let me down or charge ridiculous fees.
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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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4 Comments
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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Introduction to Web Design
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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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2 Comments
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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2 Comments
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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Rowby Goren Makes an Impact on Screen and Online
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Rowby Goren Makes an Impact on Screen and Online

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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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2 Comments
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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2 Comments
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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9 Comments
I purchased BOTH Turbotax Premier and Business.  Does the sequence in which I install them make any difference?
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2 Comments
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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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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