Consultant eNews

News and Resources for Consultants

Archive for December, 2013

Important Tax Info: 1099-MISC Forms Have Changed in 2013

Dec 27

Posted by Dawn Bevans in General, Technical | No Comments

Did you know that the IRS changed the 1099-MISC forms for 2013? As a result, we recently made changes to the Accounts Payable Software (APS) and Trust Accounting Software (TAS). This means that firms must update the APS and TAS software in order to successfully print 2013 1099-MISC forms.

  • Version 16 users on maintenance can download the updated programs by selecting Help | Internet Resources | Software Update. Firms must have Version 16.2.4.519 or later.
  • Version 17 beta users must have Version 17.1 installed and can download the updated programs by selecting Help | Check for Updates.

For laser printer forms, we recommend ordering 1099 Forms from Nelco®. These forms are guaranteed 100% compatible with the APS and TAS software. Nelco has over 50 years of experience in the business forms industry.  You can order by calling 1-800-266-4669 or go to www.nelcosolutions.com/tabs3.

Did you know that the IRS changed the 1099-MISC forms for 2013? As a result, we recently made changes to the Accounts Payable Software (APS) and Trust Accounting Software (TAS). This means that firms you must update the APS and TAS software in order to successfully print 2013 1099-MISC forms.
· Version 16 users on maintenance can download the updated programs by selecting Help | Internet Resources | Software Update. Firms must have Version 16.2.4.519 or later.
· Version 17 beta users must have Version 17.1 installed and can download the updated programs by selecting Help | Check for Updates.
For laser printer forms, we recommend ordering 1099 Forms from Nelco®. These forms are guaranteed 100% compatible with the APS and TAS software. Nelco has over 50 years of experience in the business forms industry.  You can order by calling 1-800-266-4669 or go to http://www.nelcosolutions.com/tabs3.

Version 17 Released!

Dec 26

Posted by Joe Abler in PR / Announcements | No Comments

We are excited about the release of Version 17!  Hard work has paid off, and there are plenty of wonderful new features.  Your customers and prospects will love the new tools available for organizing documents.  Here are a few of the enhancements you’ll find in Version 17:

  • New options for Split Billing
  • Easy storage and retrieval of documents, using your own naming conventions
  • Click a button to see all documents for a client, area of practice, or see a specific type of document for all clients using QuickViews and Smart tabs
  • Check documents in and out so that no one else can edit them while you work on them
  • Maintain multiple versions of the same document
  • New friendly drag-and-drop Chart of Accounts window
  • Store unlimited years of journal entries

Remember to visit www.tabs3.com/whatsnew for a complete What’s New List.

Version 17 features are an easy sell!  You should e-mail your leads as soon as possible.  Here is a sample e-mail you can use.  Good luck, and let us know how we can help you promote Version 17.

(Prospects)

Thank you for your interest in Tabs3 and PracticeMaster Software.  I just spoke with Dan Berlin, the President of Software Technology, Inc.  He told me that they just released Version 17.  Version 17 includes some wonderful new enhancements for keeping your documents organized, customizing your statements and creating financial reports.  I would be happy to walk you through what I think are the most significant new features.  I hope to hear from you soon.

Activation Codes no longer needed with Version 17 Platinum

Dec 24

Posted by Joe Abler in General, Technical | No Comments

Version 17 Platinum systems use version 10 of the Faircom server.  Beginning with version 10, Faircom no longer issues and uses activation codes.  Instead, server systems now include a license file.  The license file is included on our production CD and download files.  Since the license file is specific to each system, users no longer have to activate the server or enter an activation code.  As a result, we no longer include activation codes (i.e., labels) on the CD case.  This simplifies the installation, and makes the license information transparent to the end user.

Version 17 Beta Cover Statement Issue

Dec 6

Posted by Dawn Bevans in General, Technical | No Comments

We just posted a critical update today that fixes an issue where payments are being overstated by the amount of the finance charge on Cover Statements, which also affects the balance due shown on Cover Statements. The payments and balance due shown on the regular statement are correct. The accounts receivable information in Tabs3 is also correct. This issue was introduced in the November 15, 2013 release.

Use the Help | Check for Updates menu option to download the update.