Document Checklist for Your 2026 Tax Return
What to gather for the 2026 federal return you file in 2027, including 1099-Ks and tip or overtime records when they apply.
Read morePractical accounting guidance for CTSOs and nonprofits.
What to gather for the 2026 federal return you file in 2027, including 1099-Ks and tip or overtime records when they apply.
Read moreW-9s and 1099s for judges and speakers, donor acknowledgments, a mid-year budget, and where the Form 990 stands for a June 30 fiscal year.
Read moreRead the CP or LTR number, use the date on the letter, and confirm the notice is real before you pay or reply.
Read moreFlorida sales tax returns are due on the 1st and late after the 20th. New employers start at 2.7% on the first $7,000 of wages.
Read moreEquipment placed in service, retirement plan deadlines, S corporation wages, and the estimated tax still due for 2026.
Read moreConference fees, dues, a big grant — the number that decides which 990 you file isn't your bank balance. Blackpoint CPA breaks down the gross receipts and total asset thresholds.
Read moreA clean nonprofit chart of accounts does three jobs: groups money the way your board thinks, keeps restricted funds separate, and lines up with Form 990. Here's how to build one from scratch.
Read moreDoes your chapter need its own EIN and bank account, or can it run money through the school? Here's how advisors and treasurers should set it up the right way.
Read moreConference fees, chapter dues, school POs — the money you've billed isn't money you've collected. Here's how to manage AR and follow up before invoices quietly go uncollected.
Read moreA lot of accounting firms keep their tools vague. We don't. Here's exactly what we use to manage CTSO accounting — and why we chose each one.
Read moreFiling your 990 on time and accurately is critical for maintaining your nonprofit's tax-exempt status. Here's what every CTSO leadership team needs to understand.
Read moreNot all accountants understand the unique financial structure of a state-level Career and Technical Student Organization. Here's what to look for.
Read moreIf any of these five situations sound familiar, it's probably time to bring in an outside accounting firm — before it becomes a bigger problem.
Read moreA step-by-step guide to setting up QuickBooks Online for a state CTSO — chart of accounts, classes, bank feeds, and the integrations that matter most.
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