Tax
Business income is recorded on this schedule on an individual tax return.
What is Schedule C?
In the accounting equation, what must assets equal?
What is Liabilities + Equity?
Hansen Franklin phone number.
What is 310-541-2441?
Who do you contact when you are running late or not able to come to the office?
Who is Cindy?
A Schedule C and Schedule E must have this to check input calculations.
What is a tape total?
This type of account is reconciled first.
What is a checking account?
Where do you go to request supplies for the office?
What is the fridge?
What information did we need from a new potential client?
What is full name, phone number, email address, referral?
Name three ways a client can receive their tax return.
What is Docusign/email, pick-up/drop off, mail?
This sheet has to be updated after doing a month of accounting.
What is the PAM sheet?
Name the 3 different physical file types and their corresponding colors.
What is Green/Malaga Cove, Red/Rolling Hills, Blue/Steve Kovary?
At the end of your wheel shift, the ____ in this binder needs to be filled out.
What is the Wheel checklist?
S-Corp Extension deadline.
What is September 15th?
On a bank statement, these types of transactions are entered last.
What are deposits?
This the threshold price to use "The Tax Girls" folder when printing and assembling a tax return
What is $500?
The 4 most common ways we receive client documents.
What is by pick up/drop off, mail, SV, email?
An Individual has the Form 1040 and a Partnership has the Form ___
What is Form 1065?
Payroll reports need to tie to these at the end of the year.
What are W-2/W-3?
What are Tammy and Hillary's corresponding colors for the HF logo?
What is Tammy is purple and Hillary is teal?
List the steps in the tax process in order (not including missing info).
What is received, scanned, input, final, waiting for 8879s, waiting for $$, approved ef, ef complete (email acceptance)?