Intentional Accounting
Click on this in Kintone to narrow your search
What is the use the Filter
This email is sent to clients with Bank Recon tasks
What is Pendings
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
Most important meeting for personal and professional growth
What is 1-2-1 or Mentor Meeting
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 form in the tax return reports the amounts that
are passed through to each party that has an interest in an entity
What is a K-1
Correspondence type to setup a new auto pay for client
What is Recurring S/R
These 2 types of businesses do NOT receive 1099's
What is SCorp and CCorp
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
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)
This form must be reported on a tax return for health insurance, but the "b" does not
What is a 1095A
This correspondence is used to collect AR after 3 calls
What is Correspondence Collections
If you need to change multiple transactions at once in QBO you use this feature
What is Reclassify
An agreement between 2 or more states that allows
residents to only pay tax on where they live versus where they work
What is a Reciprocity Agreement
This is required if a business has sales or payroll in multiple states
What is a State Apportionment