When you use tax return tracking in Huskey Practice Manager you can monitor your workflow in greater detail with the tax returns report.
To create a non-recurring job template simply skip the recur rules section. Give the job a name and add tasks if you like.
Remember to click SAVE TEMPLATE.
When you add a non-recurring job to a client you will also need to select a due date. The due date box will default to today’s date when you first add the job.
You cannot assign multiple instances of a non-recurring job to a client with the same due date.
Once the non-recurring job is marked complete it will disappear from the client’s Services Provided box.
Learn how to set up other types of jobs:
Your monthly bill will be prorated based on the number of active users you had per day.
Here’s an example: Let’s say you have 1 user all month and a second user for half the month. You will be billed $10 for the first user and $5.00 for the second user. This will be a total bill of $15.00.
The charge is approximately 33 cents per day per user (depending on how many days are in that month).
Your First Monthly Bill May Be Confusing
The first month you sign up, you will only be billed for one user. This is true even if you added other users during your trial period.
Your second monthly bill will include an extra charge to cover the other users that were not included in your first bill.
Here’s an example: Let’s say you added two users during your trial period. Your first bill will only be $10. Your second bill will be $30 which includes $20 for 2 users in month 2 and $10 for 1 user in month 1.
You Are Only Billed For Active Users
If you have temporary help during tax season you can easily make those users inactive when the season is over. Inactive users do not have access to any of your data and you will not be billed for them.
Here’s How To Make A User Inactive
Click your name in the upper right corner, then click on Your Settings.
Click on Teams.
Click on the blue box next to your team name under settings.
Click on Membership.
Currently you can see that Keith Wheaton’s role is Member. Click the blue edit button to change this.
Choose Inactive from the dropdown menu and click UPDATE.
The inactive user is no longer able to access your data but you can still see time records and other data created by this user.
Feel free to contact Jason Huskey anytime with billing questions.
There is no self-service importer available yet in the program. But I will import your client list for free even during your trial period. All you have to do is send me a CSV file or spreadsheet file containing your client’s contact data.
Client’s are stored either as individuals or businesses in Huskey Practice Manager. Here are two sample CSV files that you can take a look at when preparing your client list for import. Your file does not have to look exactly like this. It is just to show you all the available fields.
You can include a return type with each client. Here are the available return types:
1040 Schedule C
1040 Schedule E
1040 Schedule F
When you are ready to send your client list, send an email to email@example.com. I will send back a secure link for you to drop your files in.
Once I have your file it will usually be imported the same day.
As always, call me at 573-225-7188 or email with any questions.