IRS and Treasury Department: Chain of Command and Oversight
Learn how the IRS and Treasury Department fit together, from the legal chain of command and rulemaking to oversight and taxpayer protections.
Audit Tick Marks: Symbols, Legends, and Documentation Standards
Learn how audit tick marks work in practice, from the symbols and legends auditors rely on to the documentation standards behind their use.
What Is a Sales Tax ID Number and Who Needs One?
Learn how a sales tax ID number works for businesses, from where and when you must register through what you use it for and what happens if you skip it.
What Is Materiality in Auditing: Thresholds and Performance Levels
Learn how materiality in auditing works, from setting thresholds and testing tolerances to reassessing judgments and shaping the final audit opinion.
Can Form 9465 Be Filed Electronically? Online, Software, or Paper
Learn how Form 9465 can be filed electronically, from online and software options through eligibility and paper alternatives to what follows submission.
IRS Safe Harbor Rules: Estimated Tax, QBI, and 401(k) Plans
Learn how IRS safe harbor rules shield taxpayers from penalties and simplify recordkeeping, from estimated tax and business deductions to retirement plans.
What Is Non-Nettable Inventory and How Does It Work?
Learn how non-nettable inventory works, from why stock gets pulled from planning availability to the accounting, tax, and compliance issues involved.
Section 72: Annuity Taxation, 72(t) Penalty, and Exceptions
Learn how Section 72 distribution rules work, from taxing annuity and retirement payments to the early withdrawal penalty and the exceptions that waive it.
Are Design Services Taxable? State Rules, Nexus, and Invoicing
Learn how design services are taxed across the states, from what makes a project taxable and where you owe, to invoicing cleanly and fixing past mistakes.
When Is FSA Non-Discrimination Testing Due? Timing and Corrections
Learn how the FSA non-discrimination testing deadline works, from timing and corrections to the data and plan-year variations that affect compliance.