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
Essential Bookkeeping Basics Every Small Business Owner Should Know
Learn the fundamentals of small business bookkeeping financial management with our comprehensive guide to the bookkeeping basics.
Feb 29, 2024
•
10 minute read
February 29, 2024
A Guide To Understanding Cost Of Goods Sold: Can You Calculate COGS As An Asset?
Learn the key to calculating the cost of goods sold (COGS) accurately and understand its crucial role in making informed business decisions.
Feb 29, 2024
•
14 minute read
February 29, 2024
What You Should Know About The Key Differences Between A Trial Balance vs Balance Sheet
Discover the key differences between trial balance vs balance sheet in accounting. Understand their roles and importance.
Feb 29, 2024
•
12 minute read
February 29, 2024
How To Create A Restaurant Income Statement: Guide For Understanding Restaurant Profit And Loss Analysis
Discover the essential steps to preparing a successful restaurant profit and loss statement with this comprehensive income statement guide.
Feb 29, 2024
•
15 minute read
February 29, 2024
Mastering Inventory Management: Integrating Inventory in a Balance Sheet and Income Statement
Learn how to calculate, analyze, and integrate inventory in a balance sheet and income statement for a comprehensive understanding of financ
Feb 29, 2024
•
11 minute read
February 29, 2024
Understanding Variable Costing Income Statement: Definition and Example for Managers
Learn how to prepare and analyze a variable costing income statement, including its key components like variable expenses and more.
Feb 29, 2024
•
10 minute read
February 29, 2024
Understanding Common Stock: Share Basics, Balance Sheet Impact, and Investor Insights
Learn all about common stock, its impact on a balance sheet, and valuable insights for investors.
Feb 29, 2024
•
7 minute read
February 29, 2024
Comprehensive Guide to Projected Income Statements: Forecasting Your Financial Future
Learn how to create a projected income statement to forecast your financial future. Understand key concepts like revenue and more.
Feb 28, 2024
•
9 minute read
February 28, 2024
Net Sales Explained: Key Differences from Gross Sales on Income Statements
Discover the importance of net sales in understanding a company's revenue. Learn how to calculate net sales and more.
Feb 28, 2024
•
9 minute read
February 28, 2024
What Is A General Ledger in Accounting?
Discover what a general ledger is in accounting and how it helps track financial transactions, create balance sheets, and manage accounts.
Feb 28, 2024
•
14 minute read
February 28, 2024
How To Create Expense Reports
Learn how to efficiently create and customize expense reports with our free expense report templates. Streamline how to reimburse employee e
Feb 28, 2024
•
13 minute read
February 28, 2024
How To Calculate Net Sales: A Guide To Understanding The Net Sales Formula and Calculation
Learn how to calculate net sales by understanding the net sales formula.
Feb 28, 2024
•
10 minute read
February 28, 2024
Calculate the Break-Even Point: Mastering the Break Even Point Formula
Use the break-even point formula to learn how to calculate the break-even point in units and sales dollars.
Feb 28, 2024
•
11 minute read
February 28, 2024
Understanding Goodwill On A Balance Sheet: Your Guide To Goodwill In Accounting
Learn all about goodwill in accounting, an intangible asset when one company acquires another.
Feb 28, 2024
•
10 minute read
February 28, 2024
Fortress Balance Sheet Strategies: How To Build A Fortress Balance Sheet For Cash Reserves & Chasing Stability
Learn how to build a fortress balance sheet for your business, ensuring cash reserves and stability. Don't let cash flow be a problem again.
Feb 28, 2024
•
8 minute read
February 28, 2024
Bookkeeping for Dummies - Simplified Finance Management Guide
Learn the basics of bookkeeping with our article.
Feb 27, 2024
•
9 minute read
February 27, 2024
Hourly Rate for Bookkeeping: How Much Do Bookkeepers Charge for Bookkeeping Services?
Discover the average hourly rate for bookkeepers and how much bookkeepers charge for bookkeeping services.
Feb 27, 2024
•
11 minute read
February 27, 2024
Income Statement Template for Financial Management in Excel
Easily track your revenue and customize using Excel with a simple income statement template.
Feb 26, 2024
•
9 minute read
February 26, 2024
Mastering Cost Volume Profit (CVP) Analysis: Understanding Income Statements and Cost Behavior
Unlock the secrets of cost-volume-profit (CVP) analysis with this comprehensive guide.
Feb 26, 2024
•
11 minute read
February 26, 2024
Understanding the Contribution Margin Income Statement
Learn how to analyze profit margins with the contribution margin income statement. Understand variable expenses and calculate gross profit.
Feb 26, 2024
•
11 minute read
February 26, 2024
Be A Richer Retiree: Top 13 States That Do Not Tax Retirement Income
Plan your retirement wisely by seeking to maximize income and minimize tax burdens.
Feb 23, 2024
•
13 minute read
February 23, 2024
Track Your Unemployment Tax Refund: IRS Unemployment Compensation Update & Guide
Seeking answers for your unemployment tax refund? Learn how to file and more.
Feb 23, 2024
•
14 minute read
February 23, 2024
Understanding the Traditional Income Statement: Definition, Examples, and More
Learn the ins and outs of a traditional income statement - how it uses absorption costing, breaks down revenue and expenses, and more.
Feb 23, 2024
•
11 minute read
February 23, 2024
Understanding the Classified Balance Sheet: Definition, Example, and More
Explore a classified balance sheet example to understand how it reports assets, liabilities, and equity.
Feb 23, 2024
•
12 minute read
February 23, 2024
Comparing Financial Metrics: Analyzing Profit and Loss Statements vs. Income Statements
Understanding the difference between profit and loss statements and income statements is essential for business owners and investors.
Feb 22, 2024
•
12 minute read
February 22, 2024
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.




