How Tax Pros Verify Estimated Tax Payments (Before Filing) | 2 Min Tax Pro Tip скачать в хорошем качестве

How Tax Pros Verify Estimated Tax Payments (Before Filing) | 2 Min Tax Pro Tip

Today's video? How Tax Pros Verify Estimated Tax Payments (Before Filing) Estimated tax payments can easily get overlooked when preparing a tax return — especially if the client forgets to mention them or can’t find their confirmation. In this video, Jared explains how tax professionals can properly locate and verify estimated tax payments so they aren’t missed on a return. Topics covered include: • Who typically makes estimated tax payments • Why your client organizer should capture estimated payments • Why you should always verify payments when a client claims they made them • Acceptable forms of proof (IRS Direct Pay, EFTPS, bank confirmations) • How to confirm payments using an IRS account transcript with Form 8821 • How some states allow estimated payment lookups (example: Illinois) Following this process helps ensure that estimated payments are properly credited and prevents situations where a client accidentally overpays their tax bill. If you’re a tax professional looking to sharpen your decision-making and avoid costly mistakes, check out the Tax Pro Lounge community. ☕☕☕ Say Thanks?! Support the channel and Buy Me A Coffee: https://www.buymeacoffee.com/wilsonro... 📚📺📻 Resources VIDEO: Mail Taxes To The IRS? | THFTP    • Mail Taxes To The IRS? | THFTP   TAX PRO COMMUNITY: The Tax Pro Lounge https://thetaxprolounge.group.app/pag... VIDEO: 5 Things Needed To Start Your Tax Business:    • 5 Things You Need To Start Your Tax Busine...   COURSE: How To File Back Tax Returns - A Step By Step Guide: https://makemymoneymakesense.podia.co... Jared’s Book How to Slash Your Taxes Legally and Ethically: https://amzn.to/2Ze2zXA Our Main Website and Tax Pro Blog: https://www.taxhelpfortaxpros.com/ FREE DOWNLOAD 7 Mistakes New Tax Pros Make: https://www.taxhelpfortaxpros.com/7-m... 🎙🎥💻📸 Gear & Other Things We Use TubeBuddy: https://www.tubebuddy.com/WRCO Sign up to BuyMeACoffee here: https://buymeacoffee.com/?via=wilsonr... What is Tax Help For Tax Pros? On this channel how we help tax professionals learn tax preparation skills so they can “Learn – Know – Profit – Grow” in their tax business. Our goal here is to help “students” become confident tax professionals, whether they're starting a new career or looking to advance their existing one. We offer a variety of tax education offerings including: • Tax Preparation Instructional Videos • Free (and paid) whitepapers • Education Courses, Mini-classes and webinars All of the above are taught by experienced tax professionals who are passionate about sharing their knowledge with others. They’ll help you understand the complex world of taxes in a clear and concise way. While injecting a little “not-so-dry” accounting humor every once in a while. 😉 So if you’re ready to get started either building your tax business or taking your current business to new heights, hit that subscribe button, turn on notifications and never miss another educational or tax saving tip. We look forward to having you on this journey! 😁 Your friends, The Professionals at Tax Help For Tax Pros A Wilson Rogers & Company Social Media Project 🎨 Artwork: Michael R. Voogd www.VoogDesigns.com (805) 768-4503 🎤 Host: Jared R. Rogers, CPA Wilson Rogers & Company, Inc. – Chicago, IL 773-239-8850 DISCLAIMERS & DISCLOSURES ❤ **This video is meant to provide competent and reliable information regarding the subject matter covered. However, it is viewed with the understanding that the creator and provider are not engaged in rendering legal, financial or other professional advice. Laws and practices often vary from state to state, and as such, the information presented herein is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your financial decisions. If legal or expert assistance is required, the services of a professional should be sought. The creator and provider specifically disclaim any liability incurred from the use or application of the contents of this video. Some of the links contained in this description are affiliate links. Wilson Rogers & Company is a participant in the Amazon Services LLC Associates Program (and others) which is an affiliate advertising program. Should you make a purchase via one of the links above, we will earn a small commission with no additional cost to you. To that end, we thank you for your support! 😉 ** -------------------------------SOCIAL------------------------------- 👥Facebook:   / taxhelpfortaxpros   📷 Instagram:   / taxhelpfortaxpros   🐦Twitter:   / taxhelp4taxpros   🎵 TikTok:   / taxhelpfortaxpros   #lookupestimatedtaxpayments #estimatedtaxes #TwoMinuteTaxProTip #TaxProLounge #2026taxseason #TH4TP #taxhelpfortaxpros #jaredrrogerscpa #africanamericancpa #blackcpa