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1. Tax Due Date Reminder System
2. New Team Member
Tax Due Date Reminder
System
Never Let Anyone Miss a Tax Due Date Again!
You'll acquire more new clients and retain your existing ones even longer with our new tax due date reminder system.
This system allows your clients to sign up for email due date reminders that are tailored to them: to individuals, to business owners, to people who earn tips, to employers, and more!
The tax due date reminder system is a system that sends email to your clients when a tax deadline is approaching. It lets your clients know not only when a tax deadline is approaching but that if they have any problems with the specific tax issue
that they can contact you.
It is flexible. We've included due date reminders for 57 of the most common deadlines, but if you have a client-
base with specific needs, you can write due date reminders for them.
For example, you can create due date reminders for your state's tax deadlines as well.
The due dates are organized into categories for the following groups of people:
- Individuals
- Employers
- Business Owners
- Corporations
- S Corporations
- Partnerships
- Household Employers (people who have nannies, housekeepers, etc.)
- Employees who work for tips
Here are some examples of the due date reminders that we send out:
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For Business Owners:
Subject: Tax Due Date Reminder
From: E. B. Robinson and Associates
Date: February 21, 2006
To: Sam@SamTaylorDesign.com
Hello Sam,
February is winding down and it's time to file information returns (Form 1099) for certain payments you made during 2005.
This must be completed by February 28th. There are different forms for different types of payments. Use a separate Form 1096 to summarize and transmit the forms for each type of payment. See the 2005 Instructions for Forms 1099, 1098, 5498, and W-2G for information on what payments are covered, how much the payment must be before a return is required, what form to use, and extensions of time to file.
If you file Forms 1098, 1099, or W-2G electronically (not by magnetic media), your due date for filing them with the IRS will be extended to March 31.
Please call us at 802-555-1234 if you have any questions.
Your friends at E. B. Robinson and Associates.
E. B. Robinson and Associates
123 Hyde St.
Burlington, VT 05401
802-555-1234
http://www.ebrobinsonassoc.com
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For Partnerships:
Subject: Tax Due Date Reminder
From: E. B. Robinson and Associates
Date: July 7, 2006
To: Julie@Lynx.com
Hello Julie,
If you were given an automatic 3-month extension you will need to do the following by July 14th:
File a 2005 calendar year return (Form 1065). Provide each partner with a copy of Schedule K-1 (Form 1065), Partner's Share of Income, Credits, Deductions, etc., or a substitute Schedule K-1. If you need an additional 3-month extension, file Form
8800.
Please call us at 802-555-1234 if you have any questions.
Your friends at E. B. Robinson and Associates.
E. B. Robinson and Associates
123 Hyde St.
Burlington, VT 05401
802-555-1234
http://www.ebrobinsonassoc.com
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This highly flexible system will help your clients feel well taken-care of.
It's that simple.
How to add the Tax Due Date Reminder Form to Your Website:
Log in to Site Manager
Click the "Site Map" button
Delete your Tax Center
Click the "Add" button
From the list of pages to add, select "Tax Center"
Click "next"
Click "edit"
Check the boxes for the information that you want from your clients. Alter the top or bottom text if you'd
like.
Click "next"
The click "publish"
New Team Member
Dan Worthing joined our team this month. A bigger team means that you'll get your questions answered quicker.
You'll be hearing a lot of his voice on the tech support lines in the coming
months. Feel free to call or email him if you need anything.
Recent Improvements
If you think you've missed one of our recent
improvements, you can click on the link below to read our previous improvement
letters.
http://www.cpasitesolutions.com/updates/
How To Modify Your Website
If you'd like help adding new features, modifying pages, or
adding pages, please click on the link below to read our
complete listing of website modification instructions. http://www.cpasitesolutions.com/help
As always, please feel free to call or email us if you need
help.
Thank you,
Ken Marshall
ken@cpasitesolutions.com
800-896-4500 x101
Kevin Montanaro
kevin@cpasitesolutions.com
800-896-4500 x103
Dan Worthing
dan@cpasitesolutions.com
800-869-4500 x104
Bob Rayl
bob@cpasitesolutions.com
800-896-4500 x105
Kelly Griffith
kelly@cpasitesolutions.com
800-896-4500
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