a9de4a42-e068-4d36-9ae8-f3482abf702c

Assigned to: Daisy Dukes

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(closed)

Contractor Name

Daisy Dukes

Customer Payment Status

Consultation

Appointment Subject

Small Business Taxes Spreadsheet for Filing

Creation Date

6/21/2025 12:10:35 PM

Scheduled End Date

6/29/2025 12:10:35 PM

Appointment Information

I'm currently working on my taxes, and it's a mess. I know it's too late to fix it this year, but for the next tax cycle, I'm wondering if there is a better way for me to collect sales information during the year, as I go along. I mean a way to collect the sales information from each sale with cost and tax applied, where I don't have to copy and paste. A set up where all the information is there on the Server, so I just download it and give it to my Accountant. Is that possible ?

Status

This task will be assigned to Daisy Dukes, unless reassigned to a different Technician.