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Title |
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|---|---|
| W2 Wages For S Corporation Officers |
See: Wage Compensation for S Corporation Officers
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| Walkthrough - Document Access Portal |
Frankly, email is a poor and non-secure method to transfer files. To help serve you better, we are offering Document Access to all of our clients. By logging in, you'll be able to download your tax returns, financial statements, et cetera. Additionally you can send us your organizers, bank statements, and QuickBooks files all in a quick, secure manner, and the system will notify us that it is available. We've been working hard to ensure that all our clients are quickly setup on the system, if you have not received your welcome email yet, or would like to give an assistant access to your files as well, tell us by clicking here, and we'll set you up right away. |
| Walkthrough - How to Export Your Mac Quickbooks File |
Converting the Mac OS X QuickBooks file:Typically, we ask that clients send us an "Accountant's Copy" of their QuickBooks data. However, Mac OSX users need to follow a slightly different process. The following walkthrough is done in QuickBooks Pro 6. The process will be similar for all recent QuickBooks versions but some of the wording may be slightly different. |
| Walkthrough - Sending us your Windows QuickBooks File |
There are many several different ways for us to get your QuickBooks data, but the most efficient is to send us the Accountant's Copy. Most Windows versions of QuickBooks have the same or a similar process. Step 1:From the file menu select Create Accountant's Copy...
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| What Scanner Settings Should I Use for Scanning Documents? |
Scanning for document management is not the same as scanning for photo editing. Documents should be scanned as a PDF, in 300 DPI black and white (not grayscale.) This will produce documents that are very readable, a reasonable size, and that will work well with OCR software. |
| Where Do I File My Companies Annual Report? |
You file your companies Annual Report in the state that it was incorporated in, this is not necessarily the state that you do the most business in. See the Page:http://www.famiglio.com/state-corporate-filing-websites Its a good reference, providing links to the various websites used by each state. |
| Where Do You Recommend I Shop For Software? |
Typically we purchase our non-enterprise software from http://www.amazon.com and suggest others do the same. |

George V. Famiglio, Jr, CPA/PFS, CFP, CFS. Est. 1971

