Bookkeeper QuickBooks ProAdvisorThe same month, wherever the shop is

A statement either matches the register or it does not. That test is the same for a shop on a coast and a shop inland. Federal dates for an individual return, for an S corporation or partnership return, for estimates, and for contractor forms are the same dates in every state. We do not reprint them as if a state had its own April.

These pages do not name a town, and they do not pretend the practice sits down the street from you. The work is remote on purpose. You keep the records. We meet on video. The month lives in a file both sides can open.

States do ask for their own filings. A franchise report, a sales-tax return, an annual entity form. The due month and the rate are that state's, and we do not publish a single rate on this site as if it covered the country. On a real engagement those filings are scoped in the letter, for the states you actually have, after we have seen where you sell and where you employ people.

The monthly close is still the base under those filings. A sales-tax return built on a feed that was never reconciled is a guess with a filing. Match the month first. The state form is a later conversation.

You send one statement, or you share the login after the engagement letter says how. A password never belongs in the form on this website. The first call is about which month is open and whether the request is a close, a payroll setup, or a signature we will not provide.

Distance is not a discount on the test. The difference still has to be zero. The clearing account still has to empty. The old checks still have to be listed. A video call does not make a plug number acceptable.