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TaxWise Client Write-Up
Offer accounting and bookkeeping services to your clients, including after-the-fact
payroll. TaxWise Client Write-Up™ Suite combines general ledger, trial balance, after the-
fact payroll, accounts payable, accounts receivable and financial statement
reporting functions into a single, comprehensive write-up system designed to handle any
task from the simplest to your most complex. Ease-of-use and powerful features free you
to work with clients instead of spreadsheets.
Best of all, you can seamlessly export year-end balances to the client’s tax return, saving
time and ensuring accuracy.
Quickly create professional and powerful financial statements using templates or
customized layouts. You control statement appearance, including orientation, number of
columns, placement of underlines and dollar signs, and custom headers and footers. The
program offers professional client letters and GAAP-required statements.
Simplify after-the-fact payroll reporting. Enter check stub information into the check
register and watch employee and vendor records automatically update. Easily handle
reporting for tipped employees. Generate payroll returns including federal forms 940 and
941 and state unemployment reports. Client Write-Up enables you to electronically file
federal form 940 and 941 when used with our W-2/1099 or Payroll Compliance Reporting
program.
Convert Charts of Accounts, vendor lists and other static data from your existing
system, saving setup time.
Speed your work with heads-down data entry or by importing your client’s data from
third-party general ledger software such as Quickbooks® and Peachtree.®
Provide your clients with TaxWise Client Checkbook™ to record their daily checks and
deposits. You import the client’s raw data and export your adjusting Journal Entries back
to the client. Additional fee applies
Easily track and properly code transactions made on the company credit card with the
credit card register and reconciliation feature.
Eliminate printing, filing and scanning by sending reports and Financial Statements to
Scan&Fill or Document Manager. Additional fee applies
Better serve your Spanish-speaking customers by providing industry Charts of
Accounts with account descriptions in Spanish and Global Financial Statements in Spanish.
Price: $470
Online webinar required with initial purchase: $89
TaxWise Client Write-Up with Payroll
Offer your clients complete, professional payroll services while increasing your profits
through TaxWise Client Write-Up™ with Payroll. The combined programs share client
setup information so you can enter data once and have it flow to all program modules.
Checks posted to Payroll automatically update Client Write-Up. This powerful,
professional combination eliminates duplicate data entry and makes federal, state and
municipal compliance reports quick and easy.
For more information about the Payroll program click here.
Price: $895
Online webinar required with initial purchase: $89
Here's what you also get with TaxWise accounting products:
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