Accounting Today

JUNE 12, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email By any other name; poor Service; a saga continues; and other highlights of recent tax cases. Rockford, Illinois: Tax preparer Gretchen Alvarez, 49, has pleaded guilty to preparing and filing false income tax returns. The tax loss totaled $356,881. All rights reserved.

Tax 147

Tax Auditing Corporation Tax Accounting Software 147

Accounting Today

JUNE 5, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases. CPA Timothy Trifilo has been sentenced to 20 months in prison for making a false statement on a mortgage loan application and for not filing an income tax return.

Tax 147

Tax Corporation Tax Auditing Accounting Software 147

Accounting Today

JUNE 11, 2025

As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. Read more: "Private equity in accounting: The end of the beginning" ) "This marks an important milestone for Elliott Davis," Otten said in a statement. All rights reserved.

Corporation Tax 262

Corporation Tax Auditing Accounting Software CPA 262

Accounting Today

JUNE 9, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Tax management platform Instead launched artificial intelligence-driven tax reports, harnessing AI to analyze full tax returns to glean tax strategies and missed opportunities. All rights reserved.

Tax 130

Tax Corporation Tax CPA Auditing 130

Xero

JUNE 3, 2025

From April 2026, small businesses, sole traders and landlords will need to change how they report income tax to HMRC. New legislation, known as Making Tax Digital for Income Tax (MTD for IT ), is set to be introduced, sparking a shift in financial reporting requirements. The MTD for IT rollout will happen in phases.

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XERO Bookkeeping Record Keeping Tax 168

Accounting Today

JUNE 13, 2025

TaxPlanIQ adds new features Pavel Bolotov/pashabo - stock.adobe.com Tax planning solutions provider TaxPlanIQ rolled out several new features. All rights reserved. A Multi-1040 Uploader and Opportunity Analyzer allows bulk upload of up to 100 client returns at once. Another feature will auto-redact client information on upload.

Corporation Tax 207

Corporation Tax Auditing Tax Billing 207

Accounting Today

JUNE 6, 2025

XcelLabs provides solutions to help accountants use artificial technology fluently and strategically. Accountants know they need to be more advisory, but not everyone can figure out how to do it," Tolin said in a statement. All rights reserved. These offerings are currently in beta testing.

Corporation Tax 130

Corporation Tax Accounting Accounting CPA 130

Xero

FEBRUARY 10, 2025

You can learn more about these enhancements in this webinar. UK: Streamlined tax workflow and compliance We’ve made Xero even better with some UK tax enhancements designed to save you time and reduce errors. Plus, you can now set up and manage practice government gateway IDs for Xero Tax in one location.

XERO 240

XERO Invoicing Billing Data Entry 240

Accounting Today

JUNE 9, 2025

EDT 7 Min Read Facebook Twitter LinkedIn Email I am optimistic about the "trusted advisor" destination that the accounting profession has marked as its territory, but skeptical of the partnership model as a means of transportation to that promised land. All rights reserved.

Accounting 130

Accounting Accounting CPA Auditing 130

Accounting Today

JUNE 9, 2025

Audit Audit preparation Client retention MORE FROM ACCOUNTING TODAY Accounting Koziel: There's more upside than downside for accountants The profession faces plenty of issues — but many come with strong opportunities, says the AICPA chief. All rights reserved.

Auditing 147

Auditing Corporation Tax CPA Accounting Software 147

Xero

MARCH 25, 2025

With another tax year almost wrapped up, are you ready to tackle year-end payroll? Finalising your 2024/2025 tax year Wrap up outstanding items Before processing your last pay run for the 2024/25 tax year, approve any outstanding leave requests, timesheets and overtime to ensure your employees’ final pay is accurate.

XERO 140

XERO Payroll Tax Corporation Tax 140

Xero

NOVEMBER 11, 2022

From April 2024, self-employed people and landlords earning over £10,000 annually, will need to follow Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) rules. . As an accountant or bookkeeper, you will need to prepare yourself, your clients, and your practice for these changes. Four quarterly updates .

Tax 263

Tax XERO Bookkeeping Record Keeping 263

Xero

JULY 13, 2023

Sempar Accountancy and Tax have been crowned the Xero Mid-size Firm of the Year at the 2023 Xero Awards for UK and Ireland. Clients benefit from valuable insights through emails, social media posts, podcasts, seminars, and webinars,” explains Aludia. For those looking to enter the Xero Awards, “Just do it!”

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XERO Tax Accounting Accounting 246

Accounting Today

JUNE 6, 2025

Accounting practice management software provider Karbon announced its new Practice Intelligence product, an agentic AI-driven solution thats the next evolution of its Practice Management platform. The company also announced new tax workflows and features. All rights reserved.

XERO 147

XERO Auditing Corporation Tax Tax 147

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Identify opportunities Assess pain points in tax, audit, scheduling, and advisory workflows. All rights reserved.

CPA 130

CPA Corporation Tax Auditing Tax 130

Accounting Today

JUNE 13, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Accounting firms are reporting bigger profits and more clients, according to a new report. All rights reserved.

Corporation Tax 130

Corporation Tax Auditing XERO Accounting Software 130

Xero

MARCH 16, 2023

That’s why we have prepared some resources to guide you through a frictionless payroll year end, and be ready for the start of the 2023/24 tax year. Don’t forget, there’s also plenty of other resources including support articles , a 24/7 payroll specialist team and webinars you can access at any time!

Payroll 264

Payroll XERO Tax Reconciling 264

Insightful Accountant

JUNE 6, 2025

With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. 🔗 Learn more: [link] 🔗 Connect with Paul: / ppeterson1 Expand IA Newsletter Like what youre reading?

General Ledger 59

General Ledger Accounting Accounting Payroll 59

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). We’ll show you how you can file a return with ease.

XERO 279

XERO Bookkeeping Reconciling CPA 279

Counto

MAY 3, 2024

Revolutionising Tax Workflow with AI: Highlights from Our “Let’s Talk Tax Technology” Webinar with SCTP In the fast-evolving world of tax technology, staying ahead means embracing innovation. Transforming Tax Workflows AI.TaxAssist is not just about automation—it’s about transformation.

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Tax Computation Accounting Accounting 98

Accounting Today

JUNE 5, 2025

The expanded firm will continue to offer accounting and advisory services along with strengthened capabilities in business valuations, fractional CFO, client accounting, international tax consulting, litigation support, and succession planning, as well as medical and dental practice consulting through DMJPS Healthcare.

Corporation Tax 147

Corporation Tax Auditing Accounting Software Tax 147

Accounting Today

SEPTEMBER 20, 2023

The service held a webinar to raise awareness about programs that companies can use to help employees pay off student loans and other educational expenses.

Tax 317

Tax 317

Xero

NOVEMBER 2, 2022

We know it’s not enough to just create really #beautiful accounting software – we also need to teach you to use it. You can also find guides on Getting your invoices paid faster , Staying on top of your cash flow , Reconcile bank accounts easily in Xero and Creating professional invoices with ease , with more topics to come. .

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XERO Bank Reconciliation Data Entry Reconciling 264

Accounting Today

JUNE 6, 2025

ARIZONA The Association for Accounting Marketing Hall of Fame celebrated the 35th anniversary of the annual AAM Summit in Phoenix May 12-14. CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine. All rights reserved.

Corporation Tax 130

Corporation Tax Auditing CPA Accounting Software 130

Xero

MAY 24, 2023

It’s often said that (almost) no one goes into business to do their own accounting. So it’s no surprise that many entrepreneurs lean heavily on a trusted advisor for support, particularly around busy times like EOFY when tax, compliance, payroll and other business obligations come into play. What Xero tip would you add to this list?

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XERO Bank Reconciliation Data Entry Reconciling 278

Accounting Today

JUNE 10, 2025

Tonneson is one of the largest accounting firms in Boston and has been recognized on Accounting Today s Best Accounting Firms to Work For list for seven years in a row. 14 on Accounting Today s 2025 list of the Top 100 Firms , with over $1.1 All rights reserved. It has a team of over 100 professionals.

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

Xero

NOVEMBER 30, 2022

There are a number of areas where you can set default tax rates in Xero. This includes your contacts, your inventory items, and accounts in your Chart of Accounts. Any transactions using those contacts, inventory items or accounts will continue to default to 7% unless you update them. bank reconciliation.

XERO 246

XERO Bank Reconciliation Billing Invoicing 246

Insightful Accountant

JUNE 11, 2025

Comprehensive Features for Modern Firms Qount offers a robust suite of features tailored for todays accounting practices: CRM : Manage client relationships with customizable fields and filters. Document Management : Utilize a virtual drive with tax software integration for secure document exchange.

General Ledger 52

General Ledger Payroll Billing XERO 52

Xero

FEBRUARY 15, 2023

Here are some tips that may help: If multiple expense accounts have been used for earnings and KiwiSaver, make sure the totals are added together and compared against the pay history report. Check for any transactions incorrectly reconciled against your expense accounts. You can check this by running the Account Transactions report.

Payroll 246

Payroll XERO Reconciling Tax 246

Intuit

SEPTEMBER 25, 2023

Teachers, We’ve Got Your Back In addition to a comprehensive and accessible curriculum, Intuit for Education comes with a robust library to help educators succeed, including how-to videos, teaching toolkits, webinars, professional development toolkits, and an engaged online community to help educators succeed.

QuickBooks 264

QuickBooks Budgeting Tax Accounting 264

Analytix Finance & Accounting

DECEMBER 30, 2024

As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. Balancing the need for precision while meeting tight tax deadlines can inadvertently result in errors. All of these serve to highlight the importance of preparation for tax firms.

CPA 52

CPA Tax Data Entry Bookkeeping 52

Accounting Today

JUNE 13, 2025

GEORGIA NABA president and CEO Guylaine Saint Juste (left) and Bennett Thrasher partner Durran Dunn RTW Photography Bennett Thrasher, Atlanta, announced its philanthropic arm, the Bennett Thrasher Foundation, made an investment in the National Association of Black Accountants. All rights reserved. Read the full story.)

CPA 113

CPA Corporation Tax Auditing Tax 113

Insightful Accountant

JUNE 11, 2025

Click here to read the rest of the story. Expand Insightful Accountant Newsletter Like what youre reading? Subscribe to our FREE newsletter and well deliver content like this directly to your inbox.

General Ledger 52

General Ledger XERO Bookkeeping Services Accounting 52

Xero

JULY 11, 2022

These include the Budget Manager, Business Performance Dashboard, Payroll, Tax, and GST Reconciliation reports. These include: regular live webinars from our education team ( register for upcoming webinars now ). We recognise that for some of you, this is a big change and it will take some time to get used to new reports.

XERO 264

XERO General Ledger Financial Analysis Bank Reconciliation 264

Cloud Accounting Podcast

FEBRUARY 14, 2025

Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? Need Accounting Conference Info? Let the listeners of The Accounting Podcast know by running a classified ad. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. For details, read the prospectus.

Accounting 49

Accounting Accounting CPA Tax 49

Insightful Accountant

JANUARY 11, 2024

A WISP (Written Information Security Plan) is required for tax and accounting professionals. Lucky for you, Christine Gervais did a webinar on this topic a few months ago and we’re bringing it back around for your viewing.

Tax 52

Tax Accounting Accounting 52

Insightful Accountant

JUNE 6, 2025

Top ProAdvisor Profiles: Debi Choi by William Murphy, Insightful Accountants Top ProAdvisor Award Process Administrator June 6, 2025 11:53 AM RSS Print Expand This week, our Top ProAdvisor profile focuses on Debi Choi of Sage Growth Advisors of Simpsonville, South Carolina.

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General Ledger Payroll Financial Operations Financial Operations 52