Organizational Apps for Tax Time

by Craig Anthony

2 min read

Completing and filing your tax returns can be a laborious and time consuming process, but the right apps can help you stay organized throughout the year and make tax time easier. Depending on your industry and the size of your business, there are a range of apps that can help.

Apptivo Expenses

As a small business owner or independent contractor, it’s critical to track all of your business expenses so you don’t face an unnecessarily high tax bill. Apptivo Expenses can work as an organizational tool for individual freelancers, but the app has a lot of features that appeal to small or medium size businesses with multiple employees in particular. Apptivo allows you to import your company’s purchase order approval process. This lets employees request a purchase, which then has to be approved by you or the relevant management personnel. You can also set up the app to import bank or credit card statements, classify the expenses and track them. Finally, you can sync all of the data in Apptivo Expenses with your QuickBooks software.

HubDoc

Unfortunately, receipts aren’t the only documents you need to save. You may need canceled cheques, income statements, balance sheets, payroll records, copies of invoices, inventory tracking sheets, or a range of other documents to complete your tax return. HubDoc can help you take care of this.With HubDoc, you can upload documents from your computer, email them to the app, or just snap a picture. Then, the app organizes and stores everything for you. It can also upload documents to your QuickBooks software, link them to the relevant expense or revenue, and code them based on your preferences.

SOS Inventory

If you sell inventory, you have to note the value of your inventory at the beginning and end of the year on your tax return. The more organized your inventory records are, the easier tax time will be. SOS Inventory is an Intuit app that integrates with QuickBooks Online and helps you organize sales orders, assemblies, and manufacturing information from multiple locations. Full of comprehensive information, this app also allows you to track prices, sales history, and information on everything from bulk orders to individual items.

Cloud Cart Connector

If you sell inventory online, you may want to check out the Cloud Cart Connector. This app draws sales and inventory information from sites such as eBay and Amazon, and helps to streamline information from multiple channels. Similar to the other apps listed, Cloud Cart Connector also uploads your information to QuickBooks.

MinuteDock

As a field service professional, freelancer, or employer, it’s important to know how many hours you are logging for clients and the amount of time your employees are putting in. MinuteDock is a simple time tracking app that tracks both your and your employee’s hours. The multi-functional app lets you manually enter hours but also features a timer you can set when working on a certain project or for a specific client. The app communicates with QuickBooks, and you can instruct your accounting software to dispatch invoices or complete payroll based on information from MinuteDock.

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