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 sending Economic Impact Payments letters
The Internal Revenue Service reports it will send special letters in September to about nine million Americans who typically don't file federal income tax returns and who may be eligible for, but have not registered to claim, an Economic Impact Payment. The letters will urge recipients to register at IRS.gov by October 15 in order to receive their payment by the end of the year. The letters are being sent to people who haven't filed a return for either 2018 or 2019.