FEATURED POST — 13 MIN
Featured Pro Spotlight
Daniel Araya On Why He Became a Pro and How To Succeed On Taxfyle’s Platform
Taxfyle
Trending on Taxfyle
01
Treasury Paper Checks: Federal Government & Department of the Treasury End Paper Check Payments for Federal Payments
The U.S. Treasury ends paper checks by Sept 30, 2025—impacting Social Security, tax refunds, and federal benefit payments.
Aug 19, 2025
•
13 min read
01
Breaking Down the Big Beautiful Bill: What It Means for Your Taxes
Get the full breakdown of the Big Beautiful Bill’s tax changes—overtime relief, tip exemptions, and small business perks.
Aug 1, 2025
•
11 min read
01
No Tax on Tips: How the One Big Beautiful Bill Act Impacts Tipped Workers
The One Big Beautiful Bill Act exempts up to $25K in tips from federal tax—here’s what tipped workers need to know before 2025.
Aug 1, 2025
•
9 min read
01
What the Big Beautiful Bill Means for Overtime Pay and Federal Taxes
The Big Beautiful Bill may exempt overtime pay from federal income tax starting in 2024. Here’s what workers and employers need to know.
Aug 1, 2025
•
8 min read
01
How the One Big Beautiful Bill Act Impacts Tax Filers: A Complete Breakdown
The One Big Beautiful Bill Act brings major tax changes for everyday filers. Here's what you need to know before the next tax season.
Aug 1, 2025
•
11 min read
01
How the One Big Beautiful Bill Reshapes Taxes for Small Business Owners
A breakdown of what’s in the Big Beautiful Bill and how it changes taxes, credits, and deductions for small business owners.
Aug 1, 2025
•
10 min read
Cost Segregation Studies: What is Cost Segregation and How You Can Benefit
Increase your cash flow with cost segregation. Learn about cost segregation services for real estate owners.
Nov 6, 2023
•
10 minute read
November 6, 2023
How to Check Your New York State Tax Refund Status
Understand how to check the status of your New York State tax refund status online now.
Nov 2, 2023
•
7 minute read
November 2, 2023
Check the Status of Your Ohio State Tax Refund Status
Learn how to check the status of your Ohio state tax refund.
Nov 2, 2023
•
8 minute read
November 2, 2023
Track the Status of Your Michigan State Tax Refund
Track the status of your Michigan state tax refund and find detailed information on how to check your income tax return and tax refund.
Nov 2, 2023
•
7 minute read
November 2, 2023
Check your Georgia Tax Refund Status with the Department of Revenue
Track the status of your Georgia tax refund with the Department of Revenue.
Nov 2, 2023
•
7 minute read
November 2, 2023
Capital Loss Carryover and Investment Taxes: Your Guide to Capital Gain and Loss
Understand how capital loss carryover affects your taxes and capital gains and losses.
Nov 2, 2023
•
8 minute read
November 2, 2023
Unlocking the Tax Vault: A Comprehensive Guide to the Taxation of Restricted Stock Units (RSU)
Learn how to properly report your restricted stock units (RSUs) on your tax return and navigate the complexities of RSU stock option taxes.
Nov 2, 2023
•
8 minute read
November 2, 2023
How to Elevate Your Accounting Firm's Existing Talent
Elevating your accounting firm's existing talent can help improve your accounting firm's talent retention.
Nov 1, 2023
•
6 minute read
November 1, 2023
Pro Spotlight: Scott Transue on Becoming an IRS Enrolled Agent and the Benefits of Using Taxfyle’s platform
On this Pro Spotlight feature, we have Scott Transue, a Pro from Las Vegas. In this episode, he talks about his career and Taxfyle.
Nov 1, 2023
•
15 minute read
yes
November 1, 2023
Check Your California State Tax Refund Status and Middle Class Tax Refund: Get the Most out of Your IRS Refund
Find out how to check the status of your California state tax refund and get the most out of your IRS refund
Oct 30, 2023
•
11 Minute Read
October 30, 2023
Tax Implications for GoFundMe Donations: Tax Tips for Crowdfunding and are Taxable Donations Tax Deductible
Learn about the tax implications of GoFundMe donations and whether they are tax deductible. Understand the rules for crowdfunding
Oct 30, 2023
•
13 Minute Read
October 30, 2023
What Are The Best Seasonal Remote Jobs For Accountants?
You don't have to work all year to reap the benefits of being an accountant. Or even leave your home. See how seasonal remote jobs can help.
Oct 30, 2023
•
5 minute read
October 30, 2023
How Your Accounting Firm Can Benefit From Leveraging CFO Services For Clients
Adding value to your firm's services is essential for sustained growth. Oftentimes, clients can benefit from the help of a CFO.
Oct 30, 2023
•
5 minute read
October 30, 2023
How to Find the Right Bookkeeping Solution for Your Business
Bookkeeping is one of the most important tasks for running a business. Having the right bookkeeping solution for your needs can help.
Oct 25, 2023
•
5 minute read
October 25, 2023
What are the Benefits of Learning Multiple Tax Software as a Tax Practitioner?
You may be limiting yourself if you are only comfortable using one type of tax software as a tax practitioner.
Oct 25, 2023
•
7 minute read
October 25, 2023
Understanding Form 1099-B: Proceeds from Broker and Barter Exchange Transactions Form 1099B
Discover everything you need to know about Tax Form 1099-B, barter exchange transactions, and selling stock and securities...
Oct 23, 2023
•
6 Minute Read
October 23, 2023
Enhance Your Business with Taxfyle Bookkeeping Services Using Quickbooks Online
Enhance your business with Taxfyle's bookkeeping services using QuickBooks Online. Save time and have year-round confidence with a virtual b
Oct 23, 2023
•
7 Minute read
October 23, 2023
Everything You Need to Know About Hiring a 1099 Employee or Independent Contractor
Discover all you need to know about being a 1099 employee or independent contractor. Learn the differences, rules, and how to hire the right
Oct 23, 2023
•
13 Minute Read
October 23, 2023
Maximize Your Tax Savings by Hiring Your Kids: Learn the Benefits and Rules from the IRS
Discover how hiring your kids can maximize your tax savings. Learn the benefits and rules from the IRS for tax deductions and employment tax
Oct 23, 2023
•
9 Minute Read
October 23, 2023
What Does Ledger Balance Mean?
Ledger balance is a bookkeeping term that reflects the amount of money in your business's bank account. Learn more in this article.
Oct 20, 2023
•
6 minute read
October 20, 2023
Five Ways to Build Your Accounting Practice
Whether your accounting practice has been around for a few years or it's just getting off the ground, there are ways to find growth.
Oct 18, 2023
•
6 minute read
October 18, 2023
How to Catch Up on Your Bookkeeping
Running a small business means balancing multiple tasks. But that doesn't mean your bookkeeping should fall behind. Here's what to know.
Oct 13, 2023
•
8 minute read
October 13, 2023
What Happens If You Don't Do Bookkeeping
Don't make the mistake of neglecting your bookkeeping. Here's what happens if you don't keep your bookkeeping up-to-date.
Oct 11, 2023
•
7 minute read
October 11, 2023
How to Develop Optimal Talent Deployment Strategies for Your Firm
With the accounting labor shortage, making the most of your available staff is important. This article can help you deploy talent properly.
Oct 4, 2023
•
10 minute read
October 4, 2023
5 Reasons to Keep Your Bookkeeping Up-to-Date
Running a business requires balancing several tasks. Here's why your bookkeeping should be up-to-date.
Oct 4, 2023
•
7 minute read
October 4, 2023
How to download Worklayer on Android
If you have an Android, this video will show you how to download the Worklayer app on your mobile device.
May 31, 2023
•
1 MIN WATCH
May 31, 2023
yes
How to navigate the retail Worklayer workspace
Whether you're about to pick up your first retail job, or you haven't used the workspace since the previous tax season, this video can help. Together, we'll go through each section of Worklayer's retail workspace so that you can get the most out of being a Taxfyle Pro.
March 13, 2023
•
2 MIN WATCH
March 13, 2023
yes
How to navigate the Worklayer workspace
If you want to understand how to use your Worklayer workspace, this video can help you. Together, we go through each section of the page so that you can get the most out of our platform.
March 13, 2023
•
1 MIN WATCH
March 13, 2023
yes
How to close a job on Worklayer
Now that you've finished the final task for your open job, it's time to wrap things up. In this video, you'll learn how to close a job on Worklayer.
February 23, 2023
•
1 MIN WATCH
February 23, 2023
yes
Where to find helpful links in Worklayer
On top of being able to manage your existing jobs, Worklayer has additional content. This video shows you how to access helpful links on our platform.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
How to access your Worklayer account
If you want to learn how to access your Worklayer account online? This video guides you step-by-step.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
Set up notifications in your browser
Stay up to date with Worklayer updates while you’re online. Learn how to turn on notifications in your browser with this video.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
Set up notifications in Worklayer
Make sure you don’t miss any updates by setting up notifications for Worklayer. Use this feature to toggle your preferences.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
How to set up Stripe access in Worklayer
Want to see the money you earned in your bank account? We use Stripe to process payments for our Tax Pros. Follow the steps in the video to set up your Stripe access in Worklayer.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
Add a picture of yourself on Worklayer
Everyone enjoys a friendly face. Follow the steps in this video to upload a picture of yourself on Worklayer.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
Help chat and how to reach out in Worklayer
Are you having trouble with our platform? Or maybe you have a question you need answered. This video shows you how to access our Help Chat so you can get the answers to your questions.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
How to reset your password on your Worklayer account
Forgot your password? Don’t worry! Here’s how you can reset your password so you can get back to picking up jobs and filing taxes quicker.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
How to pick up jobs on Worklayer
Learn how to start picking up jobs when you enter Worklayer, our job management platform. You can see each job’s details, deadline, and payout before you accept the work.
January 18, 2023
•
1 MIN WATCH
January 18, 2023
yes
CCH Axcess Tax - Individual
Need to refresh your memory? We have a library of videos to help you understand CCH Access Tax for individual returns.
December 5, 2023
December 5, 2023
yes
CCH ProSystems fx - Individual
Get the most out of CCH Prosystem fx when you file individual returns. Our tutorials can guide you through each of Prosystem’s features.
May 31, 2023
May 31, 2023
yes
CCH ProSystems fx - Business
Stay up to date with CCH Prosystems fx’s suite of services for business tax filing. Learn how to use this software through our helpful videos.
May 31, 2023
May 31, 2023
yes
UltraTax - Individual
Integrate yourself with UltraTax’s different services. Follow the helpful videos to get a better understanding of the software for filing individual tax returns.
February 24, 2023
February 24, 2023
yes
ProConnect - Business
If you want to learn more about using ProConnect to file business tax returns, this series of videos can help. Our tutorials allow you to learn more about this tax software.
February 2, 2023
February 2, 2023
yes
ProConnect - Individual
Get a quick overview of ProConnect through our videos. Our library can help you learn more about using ProConnect to file individual tax returns.
February 1, 2023
February 1, 2023
yes
SurePrep - Leadsheets
Learn how to use SurePrep’s leadsheets to create a tax preparation checklist Excel workpaper so that you have an easy, convenient tax return review checklist.
January 18, 2023
January 18, 2023
yes
SurePrep
Used by tax practitioners nationwide, SurePrep is a helpful tool for tax preparation.
January 18, 2023
January 18, 2023
yes
Lacerte - Individual
Catch up with Lacerte’s suite of features to file individual tax returns. Watch our videos to learn more about how to use this software.
January 18, 2023
January 18, 2023
yes
CCH Engagement
If you want to learn more about CCH Engagement's different features, this library of videos can help.
January 18, 2023
January 18, 2023
yes
CaseWare
Learn more about CaseWare’s different features. Our library of videos has helpful content so that you can make the most out of this software.
January 18, 2023
January 18, 2023
yes
Subscribe to Taxfyle
Sign up to hear Taxfye's latest tips.
Get our FREE Tax Guide for Individuals
Looking for something else? Check out our other guides here.




