Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Treasury and IRS plan to modernize business operations
A six-year plan to modernize IRS business operations has been released by Treasury and the IRS. The plan is organized around the following four “Modernization Pillars” critical to the IRS’s mission and future development:
- Taxpayer Experience
- Core Taxpayer Services and Enforcement
- Modernized IRS Operation
- Cybersecurity and Data Protection
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