Don't forget to sign your Engagement Letter. If you haven’t already, please grant us access to your...
QuickBooks Desktop Instructions
- Don't forget to sign your Engagement Letter.
- Upload Quickbooks Desktop Data
- Preferred Method
- Use the upload link below to upload an Accountant's Copy of your QuickBooks Desktop file (.QBA)
- Cutoff Date should be end of current tax year (i.e. 12/31/XX)
- Backup Files (.QBB are also acceptable, but journal entries must be entered manually).
- Secondary Method
- Trial Balance - EXCEL FORMAT (run on an Accrual Basis) as of Tax Year End (i.e. December 31, 20XX)
- General Ledger - EXCEL FORMAT (run on an Accrual Basis) for Tax Year (i.e. January 1, 20XX– December 31, 20XX)
- Preferred Method
- Please provide copies of all documents below which apply to your company:
- W-3 (summary of W2) & Copies of W-2’s for the current year
- Quarterly Sales Tax Returns
- 1099’s issued
- Click Here to upload support files.
- Please send us confirmation that all bank accounts and credit cards have been reconciled through December 31st by sending / replying to our email or clicking here
