Dashboard

Dashboard

-Vision, Mission, & Values

Logos and Branding

-E-mail Signature

All Users

-Asana

-Google Sites

-TimeDoctor

-TD: Installation

-E-mail Templates

-Tax

-Tax Information Request

-Video Enclosed: Your Tax Review

-E-file Confirmation

Software

-Asana

-LastPass

-Protection Plus Enrollment

Admin

-Accountable Plan

-Fee Schedule

-Medical Reimbursement

-Power of Attorney

-S-corp Election

Customer Service

-Status of Tax Return

-Retrieve W2 for Payroll Client

-Responding to "Ready to Sign" Emails

-Software Errors and Troubleshooting

-Failed Access: DocuSign E-Signature Error

International Tax Waivers & Reduction Strategies

Canada

-Checklist

United States

-California

Service Delivery

Business Registration

-Federal EIN Application

Tax

-1099 Preparation

-1099 Incomplete Details

-Manual 1099 Preparation

-Xero 1099 Preparation

-New Client

-Prior Year Return

-Create A Tax Return

-Importing W-2 Forms

-Tax Review with Client

-Send Tax Returns for E-Signature

-E-file Tax Returns

-Send E-file Confirmation to Client

Bookkeeping

-Combining Contacts in Xero

Payroll

-Aridai Consulting LLC

File Naming Structure

Getting Paid

-Create an invoice in Xero