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GST/HST Input Tax Credits: What You Can Claim
GST/HST input tax credits let you get back the GST/HST you pay on business costs. You claim them on line 106 of your return.…
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Onboarding a Bookkeeping Partner: A Checklist for CPA Firms
The first 14 days of bookkeeping partner onboarding set the tone for everything after. This checklist takes CPA firm owners from day 1 to…
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How a CPA Firm Pilots a Bookkeeping Partner in 30 Days
A bookkeeping partner pilot works best when it runs 30 days on 2 to 3 client files. Go week by week, score the work…
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Month End Close Workflow a CPA Firm Can Hand Off
A month end close workflow you can hand off fits into 10 business days and three owners: a bookkeeper, a reviewer and a partner.…
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QuickBooks Chart of Accounts Cleanup: Fix a Messy File
A QuickBooks chart of accounts cleanup comes down to 9 steps: back up, list, group, merge, reclassify, inactivate, rename, review and lock. Intuit says…
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Payroll Deposit Schedule: Monthly vs Semiweekly Rules for 2026
Your payroll deposit schedule is monthly if you reported $50,000 or less in taxes during the lookback period, and semiweekly if you reported more…
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Wrong Company Start Date in QuickBooks: How to Find and Fix It
A wrong company start date is one of the setup errors we see often in QuickBooks. If yours is off, your opening balances and…
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Offshore Bookkeeping and IRC 7216 Consent for CPA Firms
Handing work to an offshore team? The key rule sits in section 7216 of the tax code, and the IRS regulations say a preparer…
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Year End Payroll Checklist for Small Businesses 2026
Your year end payroll checklist has one big date for 2027: Monday, February 1, 2027. Form W-2 filing, Form W-2 copies for employees, Form…
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Australia BAS Due Date October 28, 2026: What to Lodge
The Australia BAS due date for the July to September 2026 quarter is Wednesday, October 28, 2026. You lodge and pay by then. Super…
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IRS FIRE System Is Retiring: Move Your 1099 Filing to IRIS
The IRS FIRE system takes its last filings on November 19, 2026, at 3 p.m. ET. After that, IRIS is where you e-file Forms…
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Canada T4 and T4A Filing Deadline: Due March 1, 2027
The T4 filing deadline for the 2026 calendar year is Monday, March 1, 2027. The last day of February lands on Sunday, February 28,…
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QuickBooks Online Cleanup Checklist Before Year End
Use this QuickBooks Online cleanup checklist to fix a messy file in 12 steps before December 31, 2026. Start with the bank feed, then…
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Outsource Bookkeeping for CPA Firms Before Busy Season
To outsource bookkeeping for CPA firms work before busy season, start by December. Partnership and S corporation returns for tax year 2026 are due…
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GST/HST Registration: The $30,000 Rule Explained
Do you need to register for GST/HST? Small suppliers under $30,000 over four calendar quarters do not have to. Here is the rule, the…
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Quarter End Bookkeeping Checklist Q3 2026: 9 Steps Before Nov 2
A 9 step quarter end bookkeeping checklist for Q3 2026, with the Nov 2 Form 941 date, the Nov 10 extra window and what…
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Canada Payroll Remittance Deadlines 2026: Dates and Penalties
Canada payroll remittance deadlines depend on your remitter type. Regular remitters pay payroll deductions to the CRA by the 15th of the next month.…
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Canada GST/HST Deadlines 2026: Q3 Return Due Nov 2
Quarterly GST/HST returns for July to September 2026 are due Monday, November 2. Dates by filer type, late penalties and a pre filing checklist.
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October 15 Extension Deadline 2026: What Owners Still Owe
If you filed an extension this spring, October 15 is your last day to file. Not to pay. To file. That one word trips…
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White Label Bookkeeping for CPA Firms: How It Works and What to Ask
Quick answer: White label bookkeeping for CPA firms in 2026 means a provider does your clients’ bookkeeping behind the scenes while your firm stays…