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Download CVS format for Chase Credit Cards

TheCVS format is equivalent to the spreadsheet of Excel. Having that format will help us to itemize your credit card for the whole year.

STEP 1: login to your chase credit card. go down to the Credit CARD in question


STEP 2-Click on <SEE MORE INFORMATION> on the right scree.
pciture 1

STEP 3: Click on <DOWNLOAD ACITIVITY> link on the right
picture 2

STEP 4: Choose specify a date range, beginning date : 01/01/2013; ending date 12/31/2013; and select comma system value CSV and click on DOWNLOAD button.
picture 3

save a name like John Chase CC-2013 to your computer

STEP 5: You can open that file with your EXCEL and edit information and put detail of your purchase which will help us to post to the correct account. Finally send us by attachment your CC CSV format.

Thank you

Ressources of the Affordable Care Act.

The health insurance marketplaces created by the Affordable Care Act will open on Oct. 1. Most small employers—those with 50 or fewer full-time employees—are not required to offer health insurance coverage under the Affordable Care Act. Even businesses with more than 50 full-time employees have gotten a one-year reprieve from penalties if they don’t offer insurance. But all companies, regardless of size, are required to notify their employees about the Obamacare marketplaces.

The state and federal insurance exchanges are websites on which individuals and small businesses can shop for health plans. Though the deadline is less than a month away, many small businesses don’t know they have to notify employees, says Keith McMurdy, a benefits partner in the law firm of Fox Rothschild in New York. He has spoken to dozens of small business groups around the country in the past year and says most small business owners are unaware of the requirement or are under the misconception that it doesn’t apply to them because they’re too small to be governed by the health-care reform law’s mandate. McMurdy says it’s not clear how the requirement will be enforced, but penalties for businesses that don’t comply could reach $100 per worker per day.

“An employer with 10 employees typically says, ‘I don’t have to worry about it, because I don’t have to offer insurance.’ A lot of them are going to miss the deadline and be unpleasantly surprised when they do,” he says. The notification requirement applies to any business regulated under the Fair Labor Standards Act, which covers all companies with at least one employee and $500,000 in annual revenue. “There are no exceptions for small employers, which means nearly everybody has to get out this notice to their employees. We have been getting a lot of questions about it from small business owners,” says John Barlament, a lawyer in the employee benefits group at Quarles & Brady in Milwaukee.

STORY: Obamacare Still Lets Employers Discriminate—for Now

The U.S. Department of Labor has posted information about the notification requirement on its website and has provided model notices that can be used both byemployers who offer insurance (PDF) and by those who do not offer insurance(PDF).

The one- to three-page model notices can be downloaded, filled out, and printed, either for distribution in the office or for mailing to employees’ homes, McMurdy says. Employees who come on board after Oct. 1 must get the notice within 14 days of their start date with the company. “People ask me what’s the safest way to do this, and I always say, if the government gives you a model, use it. Or make yourself a comparable form, modified the way you need it, and use that. The safest route is to put it in the U.S. mail or follow the instructions for distributing it electronically,” he says. “The employer obligation is met at that point. I don’t see any requirement that you have to get signatures saying your employees have received it or maintain proof of the fact that you gave it out.”

The second and third pages of the model notices are optional, Barlament says. He is encouraging his small business clients to include the upper portion of page 2, which describes the insurance coverage provided by the company, but to leave off the rest of that page and page 3, which he feels could be confusing.

BLOG: Can a New Obamacare Site Remedy Employers' Confusion?

Sending out this notice is another in a long list of compliance issues for business owners around the ACA, McMurdy says, and most that he speaks with resent the extra work. However, he is starting to sense “general acceptance of the misery” and is hearing more employers say they expect to get used to the major provisions of the law when they go into effect next year. “It’s kind of like when COBRA came in and business owners said, ‘This will kill us, this is insane,’ and before long they got used to the idea.”

Klein is a Los Angeles-based writer who covers entrepreneurship and small-business issues.

http://www.businessweek.com/articles/2013-09-03/what-small-businesses-need-to-do-for-obamacare-before-oct-dot-1

2-What You Need to Know about the Small Business Health Care Tax Credit

How will the credit make a difference for you?                 

For tax years 2010 through 2013, the maximum credit is 35 percent of premiums paid for small business employers and 25 percent of premiums paid for small tax-exempt employers such as charities.

For tax years beginning in 2014 or later, there will be changes to the credit:

• The maximum credit will increase to 50 percent of premiums paid for small business employers and 35 percent of premiums paid for small tax-exempt employers. 
• To be eligible for the credit, a small employer must pay premiums on behalf of employees enrolled in a qualified health plan offered through a Small Business Health Options Program (SHOP) Marketplace.
• The credit will be available to eligible employers for two consecutive taxable years.

Here’s what this means for you. If you pay $50,000 a year toward workers’ health care premiums — and if you qualify for a 15 percent credit, you save... $7,500. If you save $7,500 a year from tax year 2010 through 2013, that’s total savings of $30,000. If, in 2014, you qualify for a slightly larger credit, say 20 percent, your savings go from $7,500 a year to $10,000 a year.

Even if you are a small business employer who did not owe tax during the year, you can carry the credit back or forward to other tax years. Also, since the amount of the health insurance premium payments is more than the total credit, eligible small businesses can still claim a business expense deduction for the premiums in excess of the credit. That’s both a credit and a deduction for employee premium payments.

There is good news for small tax-exempt employers too. The credit is refundable, so even if you have no taxable income, you may be eligible to receive the credit as a refund so long as it does not exceed your income tax withholding and Medicare tax liability.

And finally, if you can benefit from the credit this year but forgot to claim it on your tax return, there’s still time to file an amended return.

Click here if you want more examples of how the credit applies in different circumstances.

Can you claim the credit?

Now that you know how the credit can make a difference for your business, let’s determine if you can claim it.

To be eligible, you must cover at least 50 percent of the cost of single (not family) health care coverage for each of your employees. You must also have fewer than 25 full-time equivalent employees (FTEs). Those employees must have average wages of less than $50,000 (as adjusted for inflation beginning in 2014) per year. Remember, you will have to purchase insurance through the SHOP Marketplace to be eligible for the credit for tax years 2014 and beyond.

Let us break it down for you even more.

You are probably wondering: what IS an FTE. Basically, two half-time workers count as one FTE. That means 20 half-time employees are equivalent to 10 FTEs, which makes the number of FTEs 10, not 20.

Now let’s talk about average annual wages. Say you pay total wages of $200,000 and have 10 FTEs. To figure average annual wages you divide $200,000 by 10 — the number of FTEs — and the result is your average annual wage. The average annual wage would be $20,000.

Also, the amount of the credit you receive works on a sliding scale. The smaller the business or charity, the bigger the credit. So if you have more than 10 FTEs or if the average wage is more than $25,000 (as adjusted for inflation beginning in 2014), the amount of the credit you receive will be less.

How do you claim the credit?

You must use Form 8941, Credit for Small Employer Health Insurance Premiums, to calculate the credit. For detailed information on filling out this form, see the Instructions for Form 8941.

If you are a small business, include the amount as part of the general business credit on your income tax return.

If you are a tax-exempt organization, include the amount on line 44f of theForm 990-T, Exempt Organization Business Income Tax Return. You must file the Form 990-T in order to claim the credit, even if you don't ordinarily do so.
 

Don’t forget... if you are a small business employer, you may be able to carry the credit back or forward. And if you are a tax-exempt employer, you may be eligible for a refundable credit.

http://www.irs.gov/uac/Small-Business-Health-Care-Tax-Credit-for-Small-Employers

3-Affordable Care Act Regulations and Guidance

Applicability to HRAs, Health FSAs, and Certain other Employer Healthcare Arrangements

http://www.dol.gov/ebsa/healthreform/index.html

Important Dates

April 1
Electronic filing of Forms 1097, 1098, 1099, 3921, 3922, and W­2G. File Forms 1097, 1098, 1099, 3921, 3922, and W­2G with the IRS. This due date applies only if you file electronically. Otherwise, see February 28. The due date for giving the recipient these forms generally remains January 31. For information about filing Forms 1097, 1098, 1099, 3921, 3922, and W­2G electroni­cally, see Publication 1220.


April 15
Individuals. File a 2012 income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due. If you want an automatic 6­month extension of time to file the return, file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Re­turn. For more information, see Form 4868.Then, file Form 1040, 1040A, or 1040EZ by October 15.

Household employers. If you paid cash wages of $1,800 or more in 2012 to a house­hold employee, you must file Schedule H. If you are required to file a federal income tax return (Form 1040), file Schedule H with the return and report any household employment taxes. Report any federal unemployment (FUTA) tax on Schedule H if you paid total cash wages of $1,000 or more in any calen­dar quarter of 2011 or 2012 to household em­ployees. Also, report any income tax you withheld for your household employees. For more information, see Publication 926.

Individuals. If you are not paying your 2013 income tax through withholding (or will not pay in enough tax during the year that way), pay the first installment of your 2013 estimated tax. Use Form 1040­ES.For more information, see Publication 505.


Partnerships. File a 2012 calendar year return (Form 1065). Provide each partner with a copy of Schedule K­1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc., or a substitute Schedule K­1. If you want an automatic 5­month extension of time to file the return and provide Sched­ule K­1 or a substitute Schedule K­1, file Form 7004. Then, file Form 1065 by September 16.

Electing large partnerships. File a 2012 calendar year return (Form 1065­B). If you want an automatic 6­Month extension of time to file the return, file Form 7004. Then, file Form 1065­B by October 15. See March 15 for the due date for furnishing Schedules K­1 or substitute Schedules K­1 to the partners.

Corporations. Deposit the first installment of estimated income tax for 2013. A work­sheet, Form 1120­W, Estimated Tax for Cor­porations, is available to help you estimate your tax for the year.


September 16
Individuals. Make a payment of your 2013 estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040­ES. This is the third installment
date for estimated tax in 2013. For more in­formation, see Publication 505.

Corporations. File a 2012 calendar year income tax return (Form 1120) and pay any tax, interest, and penalties due. This due date applies only if you timely requested an automatic 6­month extension. Otherwise, see March 15.

S corporations. File a 2012 calendar year income tax return (Form 1120S) and pay any tax due. This due date applies only if you timely requested an automatic 6­month ex­tension. Otherwise, see  March 15. Provide each shareholder with a copy of Sched­ule K­1 (Form 1120S) or a substituteSchedule K­1.

Partnerships. File a 2012 calendar year return (Form 1065). This due date applies only if you were given an additional 5­month extension. Otherwise see  April 15. Provide each partner with a copy of Schedule K­1
(Form 1065) or a substitute Schedule K­1.Corporations. Deposit the third install­ment of estimated income tax for 2013. A worksheet, Form 1120­W, is available to help you estimate your tax for the year.


October 15

Individuals. If you have an automatic 6­month extension to file your income tax re­turn for 2012, file Form 1040, 1040A, or 1040EZ and pay any tax, interest, and penal­ties due.

Electing large partnerships. File a 2012 calendar year return (Form 1065­B). This due date applies only if you were given an addi­tional 6­month extension. See  March 15 for the due date for furnishing Schedules K­1 or
substitute Schedules K­1 to the partners.

Entities:


Individuals
Form 1040.  This form is due on the 15th day of the 4th month after the end of your tax year.Estimated tax payments (Form 1040­ES). Payments are due on the 15th day of the 4th, 6th, and 9th months of your tax year and on the 15th day of the 1st month after your tax year ends.

Partnerships
Form 1065.  This form is due on the 15th day of the 4th month after the end of the partnership's tax year. Provide each partner with a copy of Schedule K­1 (Form 1065) or a substitute Schedule K­1.year. Provide each partner with a copy of  Schedule K­1 (Form 1065­B) or a substitute Schedule K­1 by the first March 15 following the close of the partnership's tax year.

Corporations and S Corporations
Form 1120 and Form 1120S (or Form 7004). These forms are due on the 15th day of the 3rd month after the end of the corporation's tax year. S corporations must provide each share­holder with a copy of Schedule K­1 (Form 1120S) or a substitute Schedule K­1.Estimated tax payments. Payments are due
on the 15th day of the 4th, 6th, 9th, and 12th months of the corporation's tax year.

Contact us

A1 TaxBooks Inc

11169 Beechnut St Ste B
Houston, TX 77072

Tel: 281-498-9779
Fax: 281-310-5090

email: saigon@a1taxbooks.com or saigon@a1taxbooks.net or ninjahouston@yahoo.com
skype id: minhskype99

Map location:

https://plus.google.com/114716940274880566433/about?gl=us&hl=en

Form W4, W9, 1040ES and others forms

Form W4-2012 : Purpose. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.

Click here to open the W4 Form:


Form W9: Request for Taxpayer Identification Number and Certification

Click here to open the W9 Form:


Client Start-up Data: company information, employee information...

Click here to open Client Start up data from:



Form 1040 ES for 2012: Estimated Tax for Individuals

Click here to open form 1040-ES 2012

Where's My Refund - It's Quick, Easy, and Secure

You want to know when you will get your tax refund? Please allow at least 3 days after having eFiled or filed your personal income tax.


Before clicking on the link below, make sure that you know:

1- The primary social security number 
2- Your filing status as married or single or head of household
3- The exact amount of refund