| Tax Data Organizer My Tax Data Organizer is 19 pages of detailed information, tax tips, check lists and financial summaries. Click here to open the 2005 Tax Data Organizer. You can fill in the forms on your computer, save to your hard drive, print, or email me the completed file. Ignore the security warning, this file is safe. |
| Cell: 415 308-0678 Fax: 415 704-3238 Lee@RileyAccounting.net 1001 Bridgeway, #229 Sausalito, California Conference room locations; San Francisco Directions Map Sausalito Directions Map San Mateo Directions Map Larkspur Directions Map Walnut Creek Directions Map |
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| Robert Lee Riley CPA, MBA-tax |
| Riley Accounting |
| Existing QuickBooks users. Click here to download just the QuickBooks Chart of Accounts that has all the account categories found in the Tax Data Organizer. Merge it with your existing QuickBooks file. Click above and a window will open, then go to File and Save As - put the file somewhere you can find it. Open QuickBooks, within QuickBooks go to File, Import, and click on IIF files, you must select Files of Type: All Files, in the browser window, then browse and find the file. A few accounts may be duplicates and will not import, but all others will, so ignore the error message. Having trouble? Email me and I will email you the IIF file. |