Shoeboxed’s new direct integration with Saasu allows you to effortlessly import Saasu Chart of Accounts into Shoeboxedandexport receipts to Saasu as invoices!
Simply follow these easy step-by-step instructions to get started.
To import your Chart of Accounts, click the drop down menu, select “Saasu” and then click the “Import” button.
You will then be prompted to authenticate your Saasu account. After entering your WSAcessKey and FileUid, click submit.
You can view the accounts imported from Saasu on the My Categories page under “Accounting Categories”. You can also assign Saasu account codes to receipts by putting the receipts into the corresponding category.
To export your Shoeboxed receipts into your Saasu account as invoices simply go to the export page, select “Send to Saasu,” and click export. If you wish to only export receipts that have not yet been exported to Saasu in a previous export, ensure that “Don’t export receipts that have been exported to Saasu” is selected.
After you click export we’ve provided a new “Verification” page where you have the option to quickly apply or edit account codes to receipts.
Presto! You’re finished!
Note: In your Account Settings you can set a default account code for any receipts that are uncoded at the time of export.
You now have the ability to generate a read-only copy of any receipt and its accompanying data via a public URL. Need to share a receipt with your accountant, bookkeeper, co-worker or spouse? No problem!
To share any receipt, simply select the receipt you wish to share from inside your account and then click on the “Share” button in the right bottom corner of the document viewer. In this window you will find a URL in the box that reads: “Share this read-only link.”
Select this entire URL, copy it, and then paste it into an e-mail, browser, tweet, or whatever form of electronic communication you choose. Whoever receives this link will see your receipt and all of its accompanying data just as you do from within your Shoeboxed Account. The only difference is that they will not be able to make changes to it!
With the tax filing deadline close at hand, here are the top 10 tips for taxpayers still working on their tax return.
E-file your return. Consider filing electronically instead of using paper tax forms. Choosing to e-file is the best way to ensure your return is accurate and complete.
Review tax ID numbers. Remember to carefully check all identification numbers on your return. Incorrect or illegible Social Security Numbers can delay or reduce a tax refund.
Double-check your figures. Whether you are filing electronically or by paper, review all the amounts you transferred over from your W-2 or 1099.
Review your math. Taxpayers filing paper returns should also double-check that they have correctly figured the refund or balance due and have used the right figure from the tax table.
Sign and date your return. Both spouses must sign a joint return, even if only one had income. Anyone paid to prepare a return must also sign it.
Choose Direct Deposit. To get your refund quicker, select Direct Deposit and the IRS will deposit your refund directly into your bank account.
How to make a payment. People sending a payment should make the check out to “United States Treasury” and should enclose it with, but not attach it to the tax return or the Form 1040-V, Payment Voucher, if used. Write your name, address, SSN, telephone number, tax year and form number on the check or money order.
File an extension. Taxpayers who will not be able to file a return by the April deadline should request an extension of time to file. Remember, the extension of time to file is not an extension of time to pay.
Visit the IRS Web site. IRS.gov has forms, publications and helpful information on a variety of tax subjects, which is available around the clock on the IRS.gov.
Review your return….one more time. Before you seal the envelope or hit send, go over all the information on return again. Errors may delay the processing of your return, so it’s best for you to make sure everything on your return is correct.