Reports
Pick a report, answer anything it needs to know, and it downloads as a spreadsheet.
Three of these work today. The rest are being built — they are listed so you can see where this is going, and they say so rather than producing an empty spreadsheet. We are finishing the parts a firm depends on during a season first.
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Estimated Tax Vouchers (1040-ES)
Track upcoming and past-due quarterly estimated tax vouchers across your clients, mark installments paid, or send reminders.
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