Browse all articles tagged with tax. Expert insights for tax accountants.
The IRS requires knowledge-based authentication when a client e-signs Form 8879 remotely. Here is when KBA applies, when it does not, and what to do instead.
Form 8879 authorizes e-filing a tax return; Form 8878 authorizes e-filing an extension with a payment. Here is the difference, and when you need each one.
Software and SaaS subscriptions have no dedicated Schedule C line. Here is where they actually go, Office expense or Other expenses, and how to stay consistent.
A line-by-line guide to every Schedule C expense category, the gray areas people get wrong (software, home office, meals, vehicle), and what is not deductible.
A line-by-line guide to every T2125 expense category for Canadian sole proprietors, the CCA and home-office traps, GST/HST, and what you cannot deduct.
Everything accountants need to know about client portals in 2026 what they are, which features matter most, and how the right portal cuts client follow-ups by up to 80%.
A practical 2026 guide for accounting firms looking for a TaxDome alternative comparing pricing, setup time, and features across TaxFormify, Canopy, Karbon, and Financial Cents.
Here's something I discovered while building Taxformify: the average accountant uses only 20% of the features in their tax practice management software.