Troast Consulting - Home
Arthur P. Troast, C.P.A.
917 783 8691
YOUR LLC/PARTNERSHIP TAX LOGISTICS / DATA REQUEST:
We need your data by February 5th or sooner if you can please otherwise I can't guarantee anything but an extension by 3/15.
Connected Clients: Please send us a copy of your data via: 1) locate your file. Depress the "Control" button and single click it. Compress it. If its small enough to e-mail, please send it. Or 2) If its too large then burn to CD & mail it please.
AccountEdge/MYOB Clients: We need to coordinate your MYOB bookkeeping since it is already tax season. It is a 3/15 deadline. Perhaps one of the more important global points is that we need an update to your MYOB file with everything you know for the year thru 12/31 completed. Once this is done, and you e-mail it (data file only) to us, please lock the file and disallow entries prior to 1/1 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.
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 disallow entries prior to 1/1. 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 or 1099 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. All bank reconciliations, credit card charges, and out-of-pocket (petty cash) charges need to be accounted for up through 12/31. Call us with questions on this.
Let us know, in advance, when we will get an update of your MYOB/AccountEdge - data, once all this is complete. Then I will draft your return a.s.a.p. If you have any questions please e-mail us.
Please send us your data (back up of data file only) by e-mailing a backup to me at: firstname.lastname@example.org
Arthur Troast, C.P.A.
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