Intentional Accounting
Correspondence sent to inform a group of people
What is Team Correspondence
To accept any client QBO invite we use this login
What is Diamond Chat QBO
What is the Simplest Retirement plan for small business owners with 100 or fewer employees
What is a Simple IRA
Maximum credit per child for the Child Tax Credit
What is $2000
IAWW stands for this
Intentional Accounting World Wide
he first person to ask a question to when you cant find the answer (Not Siri)
Who are Peers
We use this process if there is no match to payroll transactions coming thru the bank feed
What is Create Open Item
How many days prior do you need to send a time off request
What is 15 days
This is how we determine a salary for business owners
What is Compensation Study
This is Kelley's favorite month
October
Correspondence type to setup a new auto pay for client
What is Recurring S/R
This tab on the Outsourced Excel will provide the overall tie out information and errors
What is Checks tab
use this if a percent/amount is not mentioned on a garnishment notice for disposable earnings
What is 25%
This tax plan rents the owners home to the business
What is Augusta Plan
In this year MCA re-branded as IA
2022
This app provides details about updates/actions to be taken within a specific deadline
What is Accountability Actions
We need to do this when bank sync or bank connection does not work in QBO
What is manually import the transactions
Employers pay this state tax for every state that employees are working in
What is State Unemployment Insurance tax (SUI)
Taxes levied on alcoholic beverages, cigarettes, gasoline, betting, soda and amusement activities
what are excise taxes
This many locations are listed on our website
What is 17
In Hubspot, to assign emails, you go to this area, tickets and my open tickets
What is CRM
You go to this tab in QBO when doing a YE BK Review
What is Books Review Tab
We print this when a client wants to mail a tax payment in
What is a payment voucher
Dividing the total tax by your taxable income from Form 1040
What is your tax rate
This is where MC worked a corporate tax job before starting MCA/IA
What is Volkswagon