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.
IRA and HSA/MSA deadlines extended to July 15
The IRS has posted an FAQ on Filing and Payment Deadlines that reflects revised deadlines in accordance with IRS Notice 2020-18. The answers to questions 17 and 21 indicate that the deadline for contributing money to an IRA, Health Savings Account (HSA) or Archer Medical Savings Account (MSA) for tax year 2019 follows the deadline for filing returns for 2019, which was postponed to July 15.