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UltimateTax now connects with ProClient. The integration lets tax preparers transfer client documents directly into the online tax software, reducing manual data entry. The post Ul...
The run-up to October 15 looks nothing like the sprint to April. Work volume picks up from the summer, … The post 5 questions to ask tax software vendors before October 15 appear...
Onboarding new software before busy season raises all kinds of “what ifs.” What if client data doesn’t convert cleanly? … The post Switching tax software before January: How to m...
Tax-return season for fiscal year 2026 is just around the corner, even if you are still working on extended 2025 tax returns. If you are like a lot of accountants, bookkeepers, and...
Every year, workers get a W-2, the form that reports how much they earned and how much tax came … The post Does your tax software recognize new W-2 box codes for 2027? appeared f...
September’s QBTalks-Apps show, at 2:00 PM Eastern on 9/2/26 will take a look at Intuit's three professional tax products: ProConnect, ProSeries and Lacerte.
Special Tax Shelter Strategy; ghost prepared; material falsehoods; and other highlights of recent tax cases.
We see it before every busy season: a new platform promising to handle the entire tax workflow, start to … The post Can you trust it? 7 questions to ask any platform that claims...
QX TaxReady help accounting firms with capacity and surge pricing issues.
This Monday Minute looks at two new tax-related trainings available within the Intuit ProAdvisor Academy's Intuit Accountant Suite training.
The IRS is transitioning its technology systems, including secure APIs and a new intake system for electronically filed information returns.
Thomson Reuters, a global content and technology company, today launched the next generation of CoCounsel Tax, Audit & Accounting, a fully agentic AI platform built for tax, au...
Most accounting firms have invested heavily in organizing data but what about the context? They have tax software, document … The post What advisory information does tax software...
Filed and Crimson Tree have joined forced to launch the Open Tax Technology Alliance, which promotes open source software in the accounting space. The group has also released a fre...
The trend line points toward paper becoming slower relative to electronic filing every year, not less slow.
Intuit announced a new version of Credit Karma Tax as a way to further invest in free DIY options as its sister product TurboTax focuses on live support.
TurboTax maker Intuit reported nearly $6 billion in U.S. profits in 2025 and paid no federal income tax. Instead, the company received a refund, thanks in part to new tax breaks fr...
Excel Sheet Entry Alone Cannot Justify Addition under Section 69A: Delhi ITAT In the age of digital accounting, an Excel spreadsheet can contain hundreds of rows, thousands of figu...
The National Association of Tax Professionals is asking Senate Finance Committee leaders to prod their colleagues to take up the wide-ranging legislation.
Treasury Decision 10055, RIN 1545-BS10, Sept. 25, 2026 The Department of the Treasury and the Internal Revenue Service (IRS) have issued Final Regulations (Treasury Decision 1...
Last Updated on October 18, 2026 at 1:28 pm NaviPlan is a privacy-first, local-only portfolio tracker and goal planner developed by Naviran Technologies in association with freefin...
The audit letter; race-conscious policies; long-short strategy; and other highlights from our favorite tax bloggers.
The legislation aims to prevent submission of fraudulent returns before they're e-filed by requiring tax software to verify EFINs are active and authorized.
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