Introduction There may be times you are informed we need a copy of the database to review a reported issue. When this request is made, you will be asked to send us your file. When sending your file through the internet, it is important to ensure the appropriate ports are not blocked. If you do not […]
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Introduction An Employer Identification Number (EIN), also known as a Federal Tax Identification Number, is a nine-digit number that the IRS assigns to business entities. The IRS uses this number to identify taxpayers that are required to file various business tax returns. EINs are used by employers, sole proprietors, corporations, partnerships, non-profit organizations, trusts and
Introduction An accounting method is a set of rules used to determine when and how to report income and expenses in your books and on your income tax returns. You choose an accounting method when you file your first tax return. If you want to change your accounting method, you must get IRS approval. No
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Introduction Refund checks are typically written for two different circumstances: A customer returns merchandise for a refund, or A customer overpays their account balance. Creating a Refund Check for Returned Merchandise Step by Step When a customer returns merchandise and expects a refund check, a credit memo is created to record the return of merchandise,
Tips on Selling Service Agreements to Customers This help topic explains the purpose and use of the form that pops up from an invoice when you sell a service agreement. To sell a service agreement to a customer, complete the sales form (new invoice, new sale, etc) as normal. When the transaction is saved, a
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Introduction Piecemeal Pay is a way to help you maintain your competitive pricing structure while retaining your employees during times when work can be scarce or intermittent. Using Piecemeal within the program allows you to pay a base rate that is based on a percentage of Labor Cost. Labor Cost is a set value assigned
Introduction Form 940 Filing Requirements: Employers who were not household employers or agricultural employers must file Form 940 if they paid a combined total of $1,500 or more in wages to all of their employees in any calendar quarter; or had one or more employees for some part of a day in any 20 different
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Introduction Password Encryption has been added for new passwords. New passwords must be at least 7 characters long, contain at least one number, and contain at least one letter. Password Requirements Password must be at least seven (7) characters long Password must contain both letters and numbers (e.g. Password1, 123456p) Note: Passwords are case sensitive.
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Introduction This feature allows you to lock Total Office Manager so that other users cannot use Total Office Manager from your computer. When activated, Total Office Manager’s Company File Lock prevents users from seeing or editing ANYTHING in Total Office Manager. This is handy because when you walk away from your computer, others can gain
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Administrator User Total Office Manager must have an Administrator user . If one is not present (for whatever reason) at login, the Administrator user is created. You will then be prompted for an Administrator password. The Administrator, by default , has access to all features and functions of Total Office Manager. Please keep in mind
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