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.
Free tax filing for military
The CFPB has posted an article, "Are you in the military? Make sure you know how to file for free," on its blog.
The article reminds servicemembers they can use the services of the Defense Department's MilTax program and contact Military OneSource to set up a consultation with a military tax consultant. Also highlighted is the Volunteer Income Tax Assistance (VITA) program for free consultation and filing.
The article also lists things to consider when using a fee-based tax preparer, and describes the costs and features of refund anticipation checks and refund advance loans.
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