December 29, 2025
In this document or video, learn how to generate W2s. Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix. Presented 01/09/2025.
December 29, 2025
In this document or video, learn about 1099 Filing. Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.
December 29, 2025
In this document, learn about the new deduction for qualified overtime compensation.
February 17, 2026
In this video, learn how to properly amend previously completed tax forms. Presented on 02/17/2026.
February 25, 2026
In this video, learn how to properly amend previously completed tax forms. Presented on 02/19/2026.
February 25, 2026
In this video, learn how to properly structure clergy compensation and tax withholding. Presented on 02/25/2026.
March 10, 2026
In this document or video, learn how to enter criteria and build a basic report layout. Presented on 03/05/2026.
March 10, 2026
Learn how to toggle between the grid, and a record, display field new fields, set column order, sort by field, and add/edit/delete data quickly. Presented on 03/10/2026.
April 7, 2026
In this document, learn the steps to submit a ticket with Summit via their website.
April 14, 2026
In this video, learn about the difference between giving accounts and income accounts. Presented 04/14/2026.