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If you are trying to import scanned documents and get this error message ("Can Not Find Central Directory") review your original scanned documents and remove an...
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If you get an error message when requesting an esignature confirm the date on the info sheet for filing matches the date you are requesting the esig.
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Using Office365 with 32 bit Outlook. No issues emailing Client Checklist for 2020 and 2021 but program is not allowing 2022 Client Checklists to be emailed. Pro...
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Are Keogh catchup contributions tax deductible? Client made $57K plus 6.5K Keogh contribution for $63.5 Total. SEP Worksheet allows max of $56,817 as deductible...