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.
EIP registration deadline extended
The IRS has announced that the deadline to register for an Economic Impact Payment (EIP or stimulus payment) is now November 21, 2020, five weeks beyond the original deadline. This additional time is only for those who have not received their EIP and don’t normally file a tax return. For taxpayers who requested an extension of time to file their 2019 tax return, the deadline date remains October 15.