What's New

Follow our blog for the latest news from eTaxSuite.

  • 2024 Client Handouts

    What's New - Posted by eTaxSuite Admin on Nov 18, 2024 8:04 pm

    Filing season is right around the corner.  Here are shortcut links to our most popular client hand-outs... all updated for tax year 2024.

  • New Fact Sheet - Federally Declared Disasters

    What's New - Posted by eTaxSuite Admin on Nov 04, 2024 7:34 pm

    1-page fact sheet covering special tax provisions for victims of federally declared disasters. 

  • New Fact-Sheet: Back Door Roth IRAs

    What's New - Posted by eTaxSuite Admin on Nov 01, 2024 9:26 pm

    1-page fact-sheet covering the basics of the 'back-door' Roth IRA.  Includes helpful tips (especially the fact that it does not work for many folks due to existing IRAs).

  • 2024 Organizers

    What's New - Posted by eTaxSuite Admin on Oct 29, 2024 4:34 pm

    Get your clients ready for filing season! 

  • 2024 Newsletters

    What's New - Posted by eTaxSuite Admin on Oct 29, 2024 4:30 pm

    Our 2024 Year End Newsletters are ready to share with clients.  As always, if Congress passes a tax bill we will update them.

  • Quarterly Newsletter

    What's New - Posted by eTaxSuite Admin on Oct 16, 2024 9:46 pm

     The latest issue of 1040 News is ready to read & share with your clients.

  • Quarterly Newsletter - New Issue

    What's New - Posted by eTaxSuite Admin on Jul 16, 2024 5:24 pm

    The latest issue of 1040 News is hot off the press.  

  • Quarterly Newsletter - New Issue

    What's New - Posted by eTaxSuite Admin on Apr 26, 2024 3:57 pm

    The latest issue of 1040 News includes plenty of new rules that kicked-in on 1/1/2024... plus retirement account basics for spring graduates. 

  • Quarterly Newsletter - New Issue

    What's New - Posted by eTaxSuite Admin on Dec 26, 2023 8:49 pm

    Quarterly Newsletter - New Issue

    Includes Beneficial Ownership Information (BOI)... plus tips to get ready for filing season. 

  • New Fact-Sheet: Beneficial Ownership Information

    What's New - Posted by eTaxSuite Admin on Dec 22, 2023 11:11 pm

     Your clients have questions about BOI.  This fact-sheet will help.

  • Tax Year 2023 Updates

    What's New - Posted by eTaxSuite Admin on Nov 09, 2023 7:39 pm

    Tax year 2023 newsletters, organizers, worksheets, and fact-sheets are ready to share with clients.

  • 2023 Business Letters

    What's New - Posted by eTaxSuite Admin on Oct 24, 2023 4:55 pm

    Share the 2023 business newsletters with your clients today. 

  • 2023 Organizers

    What's New - Posted by eTaxSuite Admin on Oct 24, 2023 4:36 pm

     Get your clients ready for the upcoming tax season.

  • 2023 Year End Newsletters

    What's New - Posted by eTaxSuite Admin on Oct 24, 2023 4:31 pm

    The first drafts of our 2023 Year End Newsletters are ready to share with clients.  As always, if Congress passes another tax bill we will update them.

  • Quarterly Newsletter - New Issue

    What's New - Posted by eTaxSuite Admin on Sep 26, 2023 9:25 pm

    Share the 4th quarter newsletter with your clients today.  Includes IRS customer service changes PLUS much more.

  • New Fact Sheet - Energy Efficient Home Improvement Credit

    What's New - Posted by eTaxSuite Admin on Sep 06, 2023 5:01 pm

    Covers the 2023-2032 changes to energy efficient home improvement tax credits.

  • Quarterly Newsletter - New Issue

    What's New - Posted by eTaxSuite Admin on Jul 05, 2023 9:16 pm

    The latest issue of 1040 News covers a variety of changes for tax year 2023.

  • Quarterly Newsletter: New Issue

    What's New - Posted by eTaxSuite Admin on May 08, 2023 6:10 pm

    The latest issue of 1040 News covers how to review your 2022 return for tips & strategies moving forward.  It also unpacks the new rules for EV and home energy credits.

  • Quarterly Newsletter (new issue)

    What's New - Posted by eTaxSuite Admin on Jan 02, 2023 7:39 pm

    The latest issue of 1040 News includes Secure Act 2.0... PLUS new IRS guidance re. 1099-K transaction thresholds.

  • Year-End Letters Updated

    What's New - Posted by eTaxSuite Admin on Dec 29, 2022 2:48 pm

    Our year-end letters have been updated to reflect recent changes to 1099-K transaction thresholds.