Resources for Accountants

• These worksheets are replicas of the worksheets included in the IRS's 2019 Form 1040-ES, Estimated Tax for Individuals. 
• This workbook includes formulas that the IRS worksheets do not. 
• This workbook is only applicable to estimating 2019 taxes and should not be used for any other years. 
•  The workbook is an Excel spreadsheet with 4 tabs, all with formulas.  All of the tabs are linked where appropriate. 

• This worksheet is a replica of the "Worksheet to Figure the Deduction for Business Use of Your Home" included in the IRS Publication 587, Business Use of Your Home. 
• This worksheet includes formulas that the IRS worksheet does not. 
• This worksheet is only applicable to the 2018 tax year and for purposes of estimating 2019 taxes and should not be used for any other years. 

Companies with customers that have fixed recurring fees can create a recurring sales receipt for each customer and schedule it to automatically record the sale and charge the customer’s credit card or checking account using QuickBooks Payments. 

Your client has one or more bank/credit card accounts linked to their QBO account. To record financial activity quickly and link to transactions posted to the general ledger, you need to Match, Add or Exclude downloaded transactions. 

Schedule this process on a quarterly basis for each client and your 1099 process will be a breeze. 

The decision has been made to use QuickBooks Online for your client's core accounting program for their business. The company already has existing historical data in another accounting program. Perform the following steps to create and configure the QBO company and record beginning account balances.