Balancing Deposits and Distributions Best Practice Suggestion: A Balance should be struck every day but can be done weekly or monthly. Th
How to Transfer a Payment/Refund The Transfer Payment feature is used for transferring a refund from one account to pay on the bala
Fiscal Year End Process 1. Click Fiscal Year End from the drop down under the ADMIN tab. 2. This screen shows t
Create a Billing in Mass Billing To get started, visit https://{Tax Office}.smi.tax and click on Mass Billing. 1. Configure the
Reports to Help Complete TNT Worksheets Line 16 - Taxes refunded for years preceding tax year (current year). To get this value, do