My biggest mistake (not really a big mistake but a "I forget") is that I forget to do a white paper for the tax professional. They love to see reconciled accounts. Then add to a spreadsheet (using Google sheets and overlay it on the spreadsheet) the validating source doc.
I get asked all the time by the tax pros for the payroll tax returns but they are right in QBO tax people. LOOK! And don't ask me to email them. Sensitive info there.
I am creating a google form checklist-style coming out on my future blog post for a list of year-end things to remember.
Lynda
Lynda
