Insights

Creating Customer Statements in QuickBooks

Invoices not being paid promptly? Customers questioning their payment history? Create statements.

QuickBooks’ statements provide an overview of every transaction that has occurred between you and individual customers during a specified period of time. They’re easy to create, easy to understand, and can be effective at resolving payment disputes.

Oct 13, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Audit and Accounting, Business Advisory

Are You Using QuickBooks Online's Mobile App?

Even if you don’t travel for work (but especially if you do), you should explore what QuickBooks Online’s mobile app has to offer.

You already know how convenient it is to be able to access your company’s financial data from any desktop or laptop computer that has an internet connection. Still, there are times when you’d like to be able to complete some of your accounting tasks without firing up a full-blown browser and logging on to QuickBooks Online.

Oct 13, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Audit and Accounting, Business Advisory

2017 Wisconsin Budget Bill Updates

On September 21, 2017, the Governor of Wisconsin signed into law the 2017-2019 budget bill (2017 Wisconsin Act 59), which included many changes to the state of Wisconsin’s tax system. The changes affect sales and use taxes, individual income taxes, corporate income taxes, and property taxes.

Oct 06, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax

Five Considerations When You Have a Sales and Use Tax Question and Your Crystal Ball is “Out of Order”

Oh, to live in a world where all sales and use tax questions are easily answered! Unfortunately, such a tax utopia does not currently exist. In reality, sales tax matters can be very complex, with limited state guidance on certain issues. It may be even more difficult to find an answer when your situation is unique. What’s a well-meaning, law-abiding taxpayer to do? This article addresses some ways in which taxpayers go about finding answers to their state and local tax questions and the pitfalls they encounter.

Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Tara T. Johnson

Gotcha! How a state finds a non-filer.

Things that we should be doing are often overshadowed by the activities that we are currently performing and that seem to be working for us. As companies continue to expand their sales across the country, a growing company may not realize the required tax filings needed in the various states. Oftentimes, it may take a state a few years to catch up with a new taxpayer…but eventually they need to pay the piper.

Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Jessica L. Macklin

New Trend in State Sales Taxation – Pennsylvania’s Proposed Warehouse Tax

A growing trend in state sales and use taxation is to extend the state’s sales and use tax rate to currently exempted services in hopes to bring in additional revenue to offset budget deficits.

Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Craig Cookle

Seven Noteworthy Trends and Highlights in State and Local Tax

As we march steadily toward year-end (boy, didn’t that happen quickly?), we thought it might be a good time to let you know some of the things that are “going on” in state and local tax. Though it would be impossible to cover everything that has impacted the world of state and local taxes, this article addresses some of the highlights and trends.

Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Linda J. Feirn

Federal Tax Update – Republicans Release a “Unified Framework”

On Wednesday, September 27, the Trump administration and Congressional Republican leaders released their “Unified Framework for Fixing Our Broken Tax Code.” We believe the items in bold in the article are most likely to have the biggest impact on you and your business. 

Sep 29, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, FinTech
Services: Tax, Private Wealth Services