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Showing posts from July, 2017

7. The Case of the Scheduled Form

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PREVIOUSLY: THE CASE OF THE FORM EDIT

Walter had successfully imported his forms to Tax1099 through an Excel spreadsheet. When he was ready to come back to his forms, he navigated to the Forms > View/Edit/Submit forms page. From there, he inspected his forms and discovered how to edit forms.

He had concluded business with some of his contractors. Vivian had built a bagel display case earlier that year. Walter didn’t anticipate needing her services again in this tax season. He was ready to submit the form, but didn’t want to jump the gun. If only there were a way to schedule a filing.

THIS WEEK

Walter strolled into the office of Bagel, Bread, & Butter. He was ready to solve his next mystery: how to schedule a filing.

Logging into Tax1099, Walter returned to the Forms > View/Edit/Submit forms page. From the drop down menus near the top of the page, he selected the tax year and payer.

"Eric Peter," he thought, "he did some photography for me earlier this year. I'm …

6. The Case of the Form Edit

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PREVIOUSLY: THE CASE OF THE EXCEL IMPORT

Walter had discovered how to import his Excel spreadsheet of vendor data to Tax1099. He had downloaded the Tax1099 template. Then, he had copied his vendor data into the template. He re-imported the template to Tax1099, and Tax1099 created the forms from there.

But that was only the tip of the iceberg. Next, Walter wanted to view and edit his forms.

THIS WEEK

It was a beautiful day, birds chirping, sun shining. Walter was not cheered by it, though. He knew he had work to do.

When Walter's grandmother had suggested that he wasn't prepared for the tax season ... well, he was rattled to the core. He had sprung into action, learning as much as he could about Tax1099.
Walter had selected Tax1099 for all his filing needs. He had even tested out several of the features, to make sure his filing would actually be as fast as they said.

So far, the rumors were true. Walter had requested W-9's, had created forms manually, and had imported through Exce…

5. The Case of the Excel Import

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PREVIOUSLY: THE CASE OF THE MANUAL ENTRY
The anxiety was setting in. What with the recent expansion of Bread, Bagel, & Butter, Walter had hired contractors. He'd hired Ernest "The Chalk" Johnson to design menu board art. He'd hired Vivian, to design a display case for his bagels.

And then came the musicians. He had begun to hire one-man bands about three times a week. They so much improved his business that he paid $600 per gig.

Walter sighed. There was no use ignoring his predicament. It was time to computerize his vendor records.

He'd rehearsed a manual entry into Tax1099. But at the rate his contractors were stacking up, he'd need more than a manual input.

He knew Tax1099 offered accounting software integrations from QuickBooks and other software. But Walter wasn't ready to commit to an accounting software. He'd rather use something with which he was comfortable: an Excel Spreadsheet.

Cold with dread, Walter looked up from his desk. Did Tax1099 offer…

4. The Case of the Manual Entry

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PREVIOUSLY: THE CASE OF THE IMPORTED VENDOR INFORMATION

It all started when Walter answered the phone.
On the other end, his grandmother was playing damsel in distress.
She had heard so much from Walter about Tax1099, and she had decided it could be the solution to her filing season. His grandmother was always hunting for the newest and best in technology.
After co-founding a dog walking service, her compliance situation had gotten out of hand.
Filling out 1099 forms one by one was not an option. She needed to import her data.
And Tax1099 was just the one for the job. Read what Walter learned about importing here.

THIS WEEK:

Walter wasn't the kind that was easy to rattle. But when his grandmother disapprovingly suggested that he wasn't prepared for tax season ... well ... that was enough to make his blood run cold. 

Walter poured a steaming cup of liquid strength, added cream and sugar, and skulked to his office.

Running Bread, Bagel, & Butter bakery wasn't always the piece of …