Articles and updates on bank statement conversion, reconciliation and automation.
No, Zelle does not report to the IRS or send a 1099-K. But Zelle income is still taxable, so here is how to document and report it yourself.
Read articleA practical, IRS-aware guide for freelancers and sole proprietors on splitting business from personal spending on a bank statement for Schedule C.
Read articleLearn how to spot, sort, and total tax-deductible business expenses hiding in your bank statement, then turn them into a clean, Schedule C-ready spreadsheet.
Read articleOracle Fusion Cash Management imports BAI2, SWIFT MT940, and ISO 20022 camt.053 and camt.052 through the Load and Import Bank Statement process. Here is the three-phase flow, the intraday option, and how to fix a file that fails validation.
Read articleSAP imports intraday bank statements in MT942 and camt.052 through FF_5 or the Import Bank Statement app, and creates memo records rather than postings. Here is the process, the config that trips people up, and how to read a file that fails to load.
Read articleWhen records are incomplete, the IRS proves income indirectly using the bank deposits, net worth, cash-T, and markup methods. Here is how each works and what they all have in common.
Read articleCash businesses draw extra IRS scrutiny for specific reasons: deposits below industry norms, a low markup, and lifestyle that outruns reported income. Here is what triggers the audit and how to get ahead of it.
Read articleQuickBooks cannot read a raw NACHA file. Here is why, and the reliable path: convert the ACH file to CSV, then import or reconcile the payments in QuickBooks Online or Desktop.
Read articleHow to download BMO bank statements as PDFs and export transaction history to CSV from BMO Digital Banking, plus what the 2023 migration did to older records.
Read articleSome US card issuers split money into Debit and Credit columns; others use one signed Amount column. Here is which is which, and how to convert between them.
Read articleCancel anytime from your account settings · refund policy
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