Paul Carlson, CPA Blog

Clio Legal Practice Mangement Software Startup

2011-04-28T23:02:27Z

Clio has a few quirks that catch new users by surprise. I am in the process of implementing Clio with another new law firm will note the common quirks during the startup.

Clio relies on the browser for spell checking and does not contain a built in spell checker. Chrome, Firefox, and Safari all have built in spell checkers, while Internet Explorer does not. Internet Explorer users either need to install a spell checking plugin or use a different browser.
Don't forget to click the save button when entering time! If you forget to press the save button after entering a time entry, you win the opportunity to enter the time details again.
Clio does not generate financial statements.
Invoice Logo Dimensions. Ideal logo dimensions are 5.5 : 1.0, however the system will attempt to appropriately size the image to fit according to bill dimensions. Accepted logo formats are JPEG, PNG or GIF. Logos should not exceed 2 megabytes in size.

E-Verify is required for all Arizona New Hires

2010-07-29T22:11:44Z

But few firms are complying...

by Jahna Berry - Jul. 28, 2010 12:00 AM
The Arizona Republic
Most Arizona employers aren't using E-Verify

Despite a state law requiring businesses to verify that all new employees are legal workers, only about half of new hires in Arizona have been vetted by a federal system that checks their status.

About a third of the state's estimated 100,000 employers have signed up for the E-Verify program.

Arizona Employee Withholding Form A-4 Changes July 1, 2010

2010-06-11T20:19:07Z

A new employee's Arizona withholding election form, Arizona Form A-4, becomes effective July 1, 2010. All employees are required to complete a new A-4.

Arizona withholding is now a percentage of gross taxable wages instead of a percentage of federal tax withheld. Before processing the first payroll in July, update employee details with the new withholding rates.

Arizona Form A-4 - Effective July 1, 2010

Arizona DOR Withholding Forms

During the last A-4 change, QuickBooks would quietly delete Arizona withholding information for all employees. If payroll details were not closely reviewed, QuickBooks would simply process payroll without Arizona withholding.

Arizona Sales Tax - TPT June 1, 2010 Increase in Quickbooks

2010-05-25T16:20:22Z

With the passage of Proposition 100, the Arizona sales tax or transaction privilege tax rate increases to 6.6% on June 1, 2010. For more detail, visit the Arizona Department of Revenue.

Implement the new sales tax or TPT rate in QuickBooks

Create a new Arizona sales tax Item with the new 6.6% rate.
Do not simply change the rate in an existing sales tax item. Changing a rate in an existing QuickBooks sales tax item will create incorrect sales tax liability reports.
Before starting business on June 1, update all sales tax groups by replacing the previous Arizona Sales Tax item with the new Arizona Sales Tax item.

Advanced Certified ProAdvisor

2009-12-03T22:02:20Z

I recently completed the QuickBooks Advanced Certified ProAdvisor exams. Achieving the advanced certification requires completing a rigorous exam covering QuickBooks, accounting, and payroll topics.

IOLTA Update

2009-06-18T15:41:35Z

No need to change banks quite yet.

From the Arizona Foundation for Legal Services & Education:

IMPORTANT NOTICE TO ARIZONA IOLTA ACCOUNT HOLDERS
Attention Arizona Attorneys – JUNE 15th IOLTA UPDATE - we are in the process of confirming the status of all participating banks. If your bank name is still on the list below in the left column, no action needs to be taken at this time. You will be notified if your bank decides not to continue participation. Thank you for your support!