General
Tax Prep Document Checklist
Employed Forms W-2 Unemployed Unemployment (1099-G) Self-Employed Forms 1099-NEC and 1099-K Income records to verify amounts not reported on 1099s Records of all expenses – check registers or credit card statements, and receipts Business-use asset ...
Payroll Setup
Managing payroll can be a complex and time-consuming task. We are here to help you with all your unique payroll needs. Simple Start For clients starting payroll for the first time, OR Transitioning from another provider and have your prior payroll ...
Export Chase Bank Statements into Excel
Step 1: Log In To Your Chase Account Go to the Chase home page. (https://www.chase.com/) Enter your Username and password. Click “Sign In.” Step 2: Download Transactions In An Excel File Once logged in, click on the account to access transaction ...