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Tax / Financial Software

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.

I have a programmer handing the JavaScript for the PayPal and realized tonight I need to charge sales tax for my state. The problem is that:

1) I am not asking for the address of the user: I am counting on PayPal for their "ship to" address
2) The user could change the "ship to" so it does not matter whether my code has the address or not

How do I deal with this conundrum? Can PayPal make the determination of the sales tax if I specify the state for which to charge tax?

Thanks
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I live in the United States and am using the Intuit Turbo Tax "Tax Caster: Free Tax calculator" to determine how much of a refund I will be getting when I file my 2015 taxes. This calculator is found at https://turbotax.intuit.com/tax-tools/calculators/taxcaster/.

I won't be receiving any W2s from my employers until around the end of January 2016 so I am populating the information requested by this website using the paycheck stubs from my current and previous employers during 2015.

I just need to verify that:

1. The amount that I have spent on my health insurance premiums will be deducted from my taxable 2015 wages, right?

2. In addition to deducting the amount that I have spent on my health insurance premiums from my taxable 2015 wages, I will still receive the standard exemption for being single, right?
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I'm looking to find a credit card that will provide me with free access to my current Equifax credit score.

I already have credit cards that provide me with free access to my Trans Union and Experian credit score. Now I am looking for a credit card that will provide me with free access to my Equifax credit score.

What credit cards offer this benefit?
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Hello Experts,

I have a small business and have a Liability account Due to Shareholder.

When I did my Income Tax recently, in order to offset my Business Income my accountant took money from my business and put it as personal income, which I understand.

In order to reflect this in my QuickBooks I thought to Debit my Salary Expense account and Credit my Due to Shareholder, but my accountant said not to go through my Due to Shareholder. How else can I do it?

Any help will be appreciated.
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I am trying to connect to an instance of Sage 50 Accounting 2015 via COM. However when the initial login object tries to construct I get the following error:

An unhandled exception of type 'System.Runtime.InteropServices.COMException' occurred in mscorlib.dll

Additional information: Retrieving the COM class factory for component with CLSID {80756B13-9640-4B06-9B34-DB67598A253D} failed due to the following error: 80040154 Class not registered (Exception from HRESULT: 0x80040154 (REGDB_E_CLASSNOTREG)).

Open in new window


The program is being built on a 32 bit machine as an 86 piece of software, it is being ran under administrative access. This does not appear to be a specific Sage 50 SDK issue, this appears to be more of a COM issue. I am using C#. The client program is 2015 and the SDK is 2015 (not 2015.1, .2, or .3)
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have just started to use gnucash and am trying to find the source project so that i can run and view how things are done
any ideas
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I have a Mac Bok Pro and an iPhone and need a new budget solution, other than Excel. It's too passive, and not effective at keeping me on budget.

What options are there?

Anything that works on both the MacBook and the iPhone? Such as configure and populated on the Mac, but interacted with via the iPhone?

Thanks.
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i am trying to understand something and need your help.

we purchased a phone for $200 from a vendor called "Vendor"
we paid $200 by credit card.

we went to QB created a bill to Vendor for $200 and we paid it by the credit card.

we were charged by FedEx $20 to deliver the item, we created a bill for FedEx for $20 and paid it by check.

three days later the item arrived, we created a receiving voucher, and we split the fee/freight/discount so we have the accurate final cost at the POS as we mark up 10% from that. now the phone cost is $220. which is great.

we do financial exchange. we look in QB, to find that we owe VENDOR $220. which is not the case, we have to go and manually adjust that.

where did we go wrong? and how should it be done, to keep inventory and chart of account always UP TO DATE>

Thank you
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I'm looking to subscribe to an online service that will provide unlimited access to my credit report & credit score from all three credit bureaus so that I can check this information as often as I want to throughout the year.

I'm also hoping that this service will include "credit calculators" that will allow me to  determine how my credit score will change if I transfer existing credit card and other debt into other accounts or credit consolidation sources.

Please provide me with a list of such online services that will allow me to do these things.
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I am currently unable to email from Sage Line 50.

When trying to email invoices (or even test the email capability in the Report Designer) I get as far as the step 5 of 6 (processing) and then a Windows error appears "SBDDesktop.exe has stopped working" (see attached image)...
Sage Error Message
I am using version 20 (aka 2014) on Windows 8 and Windows 8.1 with the data on a network.

I have previously used the same version of Sage (with all updates performed) and it worked successfully but I have recently moved from Windows 7 to Windows 8 machines and none of them are working.

Thanks in advance for suggestions/assistance.
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I am building a report with AP transactions for certain vendors.  How would I tie in the GL table that has the account numbers?
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Hi
I have a problem with a database that is located on a server and shared.
Every few days people complain that they can't open one of the company. It's not always the same. Some time they can open Company A and not B and some time company B but not A
When it happen no body can open that specific database until I reboot the server.
The error is 50 Sage 50 Cannot open the database because the database engine reported an error. Sage 50 Has detect a firewall which may be blocking files that are require by Sage 50. Please ensure that any necessary files has been added to your firewall list of permited programs.

I verify that Simply is allow on all machines and the fact that rebooting the server fix the problems it tells me that the problem is at the server level and not at the PC.
Any ideas what can cause it?
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I run a business out of my home (which I own) and am interested in finding out what tax deductions I qualify for as a business owner running my business out of my home as well as what criteria need to be met for me to use my home as a tax deduction.
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Please provide me with a list tax deductions I can claim as a home owner.

I have heard that the amount paid in interest and the amount paid in property taxes are both tax deductible.

What other items associated with being a home owner are tax deductible?
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Please provide me with resources the explain US IRS Income Tax brackets.

I need to plan ahead to make sure that I don't make too much that will put me in a higher income tax bracket that will cause me to loose more money than I have earned.

I need to make sure that if I am going to go into a higher income tax bracket that I make enough money during that particular year to justify me paying the higher rate taxes.
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A customer has Quick Books Pro 15 license number but doesn't have the Quick Books 15 product number.

This customer also doesn't know what email address, hone number, or address were used when this Quick Books was registered.

What methods can be used to determine the Quick Books 15 Pro product number?
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A customer has the serial number activation key for Quick Books Pro 2014 but doesn't have the original installation media or the quick books logon account info.

So what is the process I can use to download Quick Books Pro 2014 if all we have is just the serial number activation key?
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If a void is in RM, should there be a corresponding void in SOP?  I am looking at Victoria's script and want to use it but need to know if there's a void in RM, should there be a void in SOP for that same customer?
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Does anyone know the date Sage Line 50 2015 (UK version) was released?

When is 2016 version due for release?

Thanks,
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Dear Experts...the following error appears when attempting to Verify Company file...I hope there are MYOB experts here who can help
Thanks
myob-error.jpg
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We had to cut manual checks due to our check printer being out of commission. The checks are assigned to individual batches. When I try to post, the message says "cannot post. the Transaction is assigned to a batch."  What am I doing wrong?
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Hello, I have a client that is currently using the latest version of Business Works 2013, fully patched.  The server OS is SBS2011, client workstations run Win7x64.  They do not have a current support contract (against our recommendation).  I have knowledge base access and have found my issue, but the 'resolution' is to call support, who will not help me without a valid support contract.  Basically, they know how to fix the issue, but do not list the how to in the knowledge base.

The problem:
I have an Access database that pulls data from the Business Works database through the ODBC connection / DSN connection.  I have verified that the user name (Manager) that I am using can log in with the password.  When I go to test the connection, I received "Invalid User ID Specified".  I have tried other users, but it is my understanding that I have to use the Manager account.  

Things That I Have Tried:
- Disabling firewall and AV (client and server, same results)
- I have deleted and recreated the DNS/ODBC connection (client and server, same results)
* Client and server, mean that I tried this on the server itself and from a client workstation

Sage Knowledge base article ID: 32007
Description: Error: "Invalid user ID specified" when trying to create an ODBC connection
Cause: Damaged or missing .DDF files
Resolution: Contact Sage Customer Support at 800-447-5700 to repair or replace the missing/damaged .DDF files.

Any help?
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New Client has Peach tree on Two Computers  One is acting as server

Their idea was to use the second as a client computer so two users can be working on it at the same time.

The Client computer is not pointing to the Server Computer.

is there a Utility I have to run to get the client to communicate with server computer?

Cjoego
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Hi you,

I am looking for a way or a tool to find stocks with specific patterns through customizable parameters.

For example:
Considering a daily, monthly or yearly; minimum and maximum values
-5% daily increase for the last 30 days, with an average of 1M transactions
-10% variation in value per day for the last 10 days, and , with an average of .5M transactions
-20% variations for the last 5 days of the most speculative stocks.

I hope you get the picture, because its not so easy to express!

Other normal average easily settable parameters to make it easy to find stock as needed would be very cool!!.

Thanks for your help,
Rene
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We have a multi-facility company and use MEM (Binary Stream) - third party GP product.  When we add a new facility in the intercompany distributions, we have to manually go back and add this location to all the previous locations that have been added.  Is there a simpler way to do this?
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Tax / Financial Software

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.