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.
IRS ETAAC committee report on ID theft and refund fraud
The IRS Electronic Tax Administration Committee (ETAAC) has released its annual report to Congress, featuring recommendations focused on the prevention of identity theft and refund fraud. The report groups a total of 10 recommendations into three sections: enabling and expanding the IRS-sponsored Security Summit, improving security in key areas of the tax system and protecting and enabling taxpayers.
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