Client Guides
How to get your IRS transcripts
A step-by-step guide to downloading your individual IRS transcripts, choosing the right type, and securely sharing them with Snap Advisory.
Resources & Blog
Articles and practical instructions on accounting, taxes, and running your business.
Tax Planning
You have W-2 income and a side business. Here is when estimated taxes actually apply.
Withholding from a day job can cover a surprising amount of side income tax. Here is how to work out whether you owe quarterly payments, and how to avoid the penalty if you do.
Client Guides
Find a lost IRS Identity Protection PIN
Retrieve an existing IRS Identity Protection PIN online or request reissuance by phone, with important limits during year-end maintenance.
Client Guides
Pay federal business taxes: EFTPS and Direct Pay
Choose between EFTPS and IRS Direct Pay for supported federal business tax payments, and confirm the correct form, payment reason, and tax period.
Client Guides
Pay your federal extension (IRS Direct Pay)
Make an extension payment to the IRS using Direct Pay when you are filing Form 4868.
Client Guides
Pay your federal tax return balance (IRS Direct Pay)
Pay a balance due on your Form 1040 using IRS Direct Pay.
Client Guides
Pay federal estimated tax (Form 1040-ES)
Make a quarterly estimated tax payment to the IRS using Direct Pay.
Client Guides
Pay your California extension (Form 3519)
Make an extension payment to the California Franchise Tax Board using FTB Web Pay for Personal.
Client Guides
Pay your California tax return balance (FTB Web Pay)
Pay a balance due on your California personal income tax return using FTB Web Pay for Personal.
Client Guides
Pay California estimated tax (Form 540-ES)
Make a quarterly estimated tax payment to the California Franchise Tax Board using FTB Web Pay for Personal.
Client Guides
Get your IRS Identity Protection PIN
Sign in to your IRS online account to get or retrieve your six-digit Identity Protection PIN.
Client Guides
Pay the California LLC annual tax (Form 3522)
Pay the $800 California LLC annual franchise tax to the Franchise Tax Board using Web Pay for Business.
Client Guides
Pay the California PTE elective tax (Form 3893)
Make a pass-through entity elective tax payment to the California Franchise Tax Board using Web Pay for Business.
Client Guides
Pay California corporation estimated tax (Form 100-ES)
Make a corporate estimated tax payment to the California Franchise Tax Board using Web Pay for Business.
Client Guides
Pay a California corporation bill (Form 100)
Pay a balance due or bill for a California corporation using FTB Web Pay for Business.
Client Guides
Find your California Entity ID (Corp ID)
Look up the ID the California Secretary of State assigned your business when you formed it.
Client Guides
Create a backup copy of QuickBooks Desktop
Make a backup company file in QuickBooks Desktop so you can send it to us or restore it later.
Client Guides
Add your accountant to QuickBooks Online
Invite Snap Advisory to your QuickBooks Online company as an accounting firm user.
Client Guides
Run year-end reports in QuickBooks Desktop
Pull the Profit and Loss, Balance Sheet, Trial Balance, and General Ledger we need at year end, with prior-year comparison.
Client Guides
Understanding QuickBooks Business Network connection requests
What a QuickBooks Business Network connection request is, whether it is safe, and what to do when you get one.
Client Guides
Set up your Snap Advisory client portal
Activate your client portal account and access it on the web or the mobile app.
Client Guides
Use the client portal mobile app
Download the Qount Client Portal app for iPhone or Android and sign in with the Snap Advisory firm ID.
Nonprofits
Five questions your board should ask about the financials every quarter
Most nonprofit boards approve financials they do not fully understand. These five questions surface the things that actually matter, without needing an accounting background.
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