Bookkeeping and payroll
Bookkeeping, payroll reporting, sales tax and excise items that land in the books before they reach a return. Related service: QuickBooks Online cleanup and catch-up.
Other topics: US CPA firm operations · UK practice and MTD · Security and compliance · US tax preparation
Box 12 Code TT Qualified Overtime: Why It Will Not Tie to the Payroll Register for US CPA Firms
Box 12 code TT reports FLSA half-time premium only—not register OT. §225 caps, Schedule 1-A, W-2c rules for US CPA firms.
Tax Court Risan: Cost of Goods Sold, Alter Ego and Bank Deposits—Lessons for US CPA Firms
Tax Court Risan: cost of goods sold, alter ego and bank deposits method—why corps stay separate and why COGS still needs records. CPA firm guide.
Sales Tax Exemption Certificates: What the Senate AI Data Center Report Teaches US CPA Firms About Business Purchases
Sales tax exemption certificates and the Oct. 9 Senate data center report: why business equipment is taxable by default and how certificates shift risk.
Streamlined Sales Tax Voluntary Disclosure Program for Remote Sellers: What the SSUTA §402.1 Proposal Means for US CPA Firms
Streamlined Sales Tax remote-seller voluntary disclosure program (SSUTA §402.1): 2027 window, 24-month lookback, penalty waiver, who qualifies.
Q3 Form 941 Due Date 2026: November 2 Deadline, Deposit Schedules, FTD Penalties and What US CPA Firms Should Reconcile
Q3 2026 Form 941 is due Nov. 2 (Nov. 10 if all deposits were timely). Lookback deposit schedules, FTD penalty tiers and W-2/W-3 reconciliation for CPAs.
Trust Fund Recovery Penalty After Amodio: Willfulness, Corporate OICs and §6672 — What US CPA Firms Should Tell Clients
Trust fund recovery penalty after Amodio (T.C. Memo. 2026-96): §6672 willfulness, corporate OIC caps, and a CPA firm checklist.
Nanny Tax 2026: Household Employment Taxes and Paid Family Caregivers (Tax Tip 2026-70) — What US CPA Firms Should Tell Clients
Nanny tax 2026: household employment taxes per Pub. 926 and Tax Tip 2026-70 — $3,000 FICA threshold, FUTA, W-2 and Schedule H for CPA firms.
The 1099-NEC Threshold Rises to $2,000 for 2026 Payments: What CPA Firms Should Change
The IRS's revised 1099-MISC/1099-NEC instructions raise the reporting threshold from $600 to $2,000 for 2026 payments. Workflow changes for CPA firms.
How to Hand Off a QuickBooks Online Cleanup to an Outsourced Team: A Checklist for US CPA Firms
A practical 8-step checklist for US CPA firms preparing a QuickBooks Online catch-up or cleanup handoff to an outsourced or offshore bookkeeping team.
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