Tax & Accounting Blog

Payroll Tax Form Year-End Processing Tips

Payroll Tax Form Year-End Processing Tips

Looking for ways to help your payroll year-end processing run more smoothly? Follow this list of tasks for year-end success! Review the form instructions for any applicable payroll tax forms. Don’t forget that you can find links to applicable agency websites from the Payroll Form and Filing Information portlet within the application. Determine … Read More

Helping You To Deliver on the Affordable Care Act

Helping You To Deliver on the Affordable Care Act

We understand that it’s challenging to collect information, report and keep large employers in compliance with the Affordable Care Act. We strive to provide you with the best tools available for efficient gathering of data from your client’s medical benefit provider and features to streamline the data entry to be entered in Parts II and III … Read More

Required Minimum Distribution Calculations From Retirement Plans Now Available in 2015 UltraTax CS

Required Minimum Distribution Calculations From Retirement Plans Now Available in 2015 UltraTax CS

Beginning with 2015 UltraTax CS, you can calculate and print a Required Minimum Distribution (RMD) Worksheet for an IRA (including SEP and SIMPLE), 401(k), profit-sharing, 403(b), or other defined contribution plans. This new worksheet is a helpful retirement planning tool that you can offer your individual taxpayers. To calculate the projected 2016 required minimum distribution, … Read More