It is tax time, and I know it is hard to contain your excitement! You may find this hard to believe, but, some people are not ready for tax season….shocking, we know. But, have no fear, UnitWise is here and available to help you make your tax season a breeze. Here are five easy ways you can prepare for a stress-free tax season.
5 Easy Ways You Can Prepare For a Stress-Free Tax Season
You might consider this post slightly premature but let's think back to last tax season? Did you wait until the last possible moment or were you prepared? Well, thankfully you have UnitWise on your side helping you prepare invoices, track sales, expense reports, and more.1. Update Account, Expenses, and Income
As a UnitWise member, you have access to tons of accounts and reporting features that keep up with all your expenses. We offer premade accounts and reports that calculate your commission and saving, but at any time you can create additional reports that fit your needs.For example, you can create reports based on your checking, credit amounts, or monthly bills. Within your account click edit in the action tab and enter the new expenses or change the balance of each account to manage your bills, expenses, and income.
Our Trip Logs feature allows you to track your travel expenses making it easier to manage tax information. Enter the details of your trips by clicking Account then Trip Logs within your UnitWise account.
2. Sales Receipts and Invoices
3. Manage Inventory on Hand
Import your inventory orders directly from InTouch using your UnitWise account. You can import orders up to 45 days after shipping. This transfer will take place in the background of your UnitWise account so you can continue to manage other aspects of your MK business.As you update or create invoices or sales receipts, your inventory levels will automatically update based on your products sold.
No comments:
Post a Comment