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 free webinar: Choosing a tax pro
The Internal Revenue Service will hold a free webinar, "How to Choose a Tax Pro," on Thursday, February 18 at 2 p.m. ET. Participants should register in advance for the hour-long webinar, which will:
- Provide tips for choosing a tax preparer
- Explain the types of paid preparers
- Describe how to use the IRS Directory of Federal Tax Return Preparers
- Discuss how to avoid "ghost" tax return preparers
- Review how to make a complaint about a tax return preparer
- Explain the third-party authorization process
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