YOUR CORPORATE TAX LOGISTICS:
Connected Clients: we will handle this directly by logging in remotely
MYOB Clients:
We need to coordinate your MYOB bookkeeping since it will be tax season again soon. Its a 3/15/09 deadline. Perhaps one of the more important global points is that we need an update to your MYOB file with everything you know for 2008 completed. Once this is done, and you e-mail it (data file only) to us, please lock the file up through 12/31/08 so no further changes can be made while we draft the returns and come back to you with adjustments. To lock the file, see the next topic.
We need your data by February 1st or earlier.
Lock The File Please:
Locking is not the same as "closing the books". We can deal with this on the phone (or via e-mail) when you can tell us you are ready. Otherwise its done via the "Setup Menu", Preferences, Security. See the 2nd toggle box and the pull-down menu right beside. Make sure you select 12/2008 or 13th period/2008. Call us if you need to. Otherwise tell us you have done this in a e-mail. PLEASE DON'T UNLOCK UNTIL WE GET YOU YOUR ADJUSTMENTS.This is Important. Thanks
Finishing Up:
Even if you did send us your file, as of earlier in Jan., for payroll purposes chances are you still needed to do bank reconciliations or other work to get it ready for your taxes. We need you to lock it anyhow, so we will need another update after you know there is nothing else to adjust for 2008.
All bank reconciliations, credit card charges, and out-of-pocket (petty cash) charges need to be accounted for up through 2008. Call us with questions on this.
Let us know, in advance, when we will get an update of your MYOB - data, once all this is complete. Then Sharon & I will draft your return asap.
Questions?: Contact US
Send us your data (back up of data file only) by e-mailing to both: arthur@troastcpa.com, sharon@troastcpa.com