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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. 14, the day the IRS imposed a moratorium on processing Forms 941-X on which the credit is claimed, but who haven’t yet received their ERCs.

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5 things you should do now to prepare for year-end payroll reporting

BMT Office Administration

The e-filing mandate applies to all information returns, including Forms 1099-DIV, which are often filed by Shareholder Services. Send independent contractors Form W-9 to capture their SSNs and addresses. Unlike email, faxing to a computer is a closed system. Send consent forms to those who received their 2021 forms on paper.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free. ” at [link].

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Sending info via email is like sending a postcard via mail. Instead use one of these options: 1. Use a self-destruct website to send sensitive information.

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Oh No! We May Not Have Heard From You

Stephanie LH Calahan

We May Not Have Heard From You Recently a wonderful reader responded to one of our posts via email to let us know that she had filled out our contact form and had not heard from us.    I went out right away to re-test our Contact Us form and found it was no longer working -- on any of our sites!

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19 Tips for Managing Your Email Even When You Don't Want To.

Stephanie LH Calahan

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    I don't care what tool you receive your e-mail in, you still have to manage it or it will run you. 

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If In your main client folder. ” at [link].

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