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 will reissue some EIPs
In an update yesterday, the IRS announced it will reissue EIP payments to certain taxpayers who did not receive their second EIP because temporary bank accounts identified in IRS records were closed.
The affected taxpayers used tax preparation providers for their 2019 tax return filing, and the providers were unable to deliver EIP funds to the taxpayers because of earlier IRS guidance. Their funds were returned to Treasury. These taxpayers' EIPs are being reprocessed by the IRS for direct payment from the government later this month, either as paper checks or as direct deposits. Taxpayers will not need to take any action to receive these payments.
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