Research & workflow notes
Workflow research notes, source material, and questions to help shape accountable QuickBooks support.
2026-08-04
The IRS says Publication 334 provides general federal tax information for individuals who use Schedule C, including sole proprietors and statutory employees. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-04
The IRS self-employed publication index points readers to publications covering small-business tax, estimated tax, business expenses, recordkeeping, and travel or vehicle expenses. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-04
The SBA identifies bookkeeping records, the balance sheet, profit and loss statement, and cash flow as tools for managing business finances. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
A plain-language client education workflow for IRS record retention questions. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
A practical retention workflow for records that may need to remain available after the current close. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
How a VA can sort records by purpose and retention rule without giving tax advice. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
Why the organization of electronic records matters when a business relies on accounting software. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
A checklist for keeping electronic records understandable and retrievable over time. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
How a VA can prepare vendor and contractor records before an information-return filing deadline. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
A preparation checklist for cleaner information-return data inside a QBO workflow. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS says the maximum employer-provided childcare credit rises to $500,000 in 2026, or $600,000 for an eligible small business. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
IRS Publication 334 identifies 2026 changes involving self-employment earnings, mileage, information reporting, and excess business losses. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
IRS Publication 334 lists $184,500 as the maximum net self-employment earnings subject to the Social Security part of self-employment tax for 2026. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
A research publishing workflow should record the source URL, verification date, statistic, and owner-review boundary for each current claim. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS lists a $16,100 standard deduction for single filers and $32,200 for married couples filing jointly for tax year 2026. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS lists seven individual federal marginal rates for tax year 2026, from 10 percent through 37 percent. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The SBA distinguishes cash and accrual accounting, so a QBO support workflow should document which method the business uses before preparing reports. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
A narrow review method for checking whether a QBO file has the documents and explanations a reviewer needs. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS lists April 15 as a typical estimated-tax payment date, with the next business day applying when a due date falls on a weekend or holiday. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS lists January 15 as a typical estimated-tax payment date, with the next business day applying when a due date falls on a weekend or holiday. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS lists June 15 as a typical estimated-tax payment date, with the next business day applying when a due date falls on a weekend or holiday. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS lists September 15 as a typical estimated-tax payment date, with the next business day applying when a due date falls on a weekend or holiday. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The SBA points owners to bookkeeping records, the balance sheet, profit and loss statement, and cash flow when managing business finances. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
IRS Publication 334 says the information reporting threshold for certain payees is $2,000 for payments made after 2025. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
