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.
NCUA and IRS to host webinar
The National Credit Union Administration and the Internal Revenue Service are co-hosting “Tax Time Resources for Credit Unions and Consumers,” a webinar on the Earned Income Tax Credit and Volunteer Income Tax Assistance (VITA) programs, on February 23, 2021. The presentation is scheduled to begin at 2 p.m. Eastern and run for approximately 45 minutes. Participants will be able to log into the webinar and view it on their computers or mobile devices. The NCUA and the IRS encourage credit unions, their members, and others to participate in the webinar to learn more about the benefits of these tax programs. Registration is now open.