{"id":52,"date":"2026-10-05T03:45:34","date_gmt":"2026-10-05T03:45:34","guid":{"rendered":"https:\/\/soportecontablerd.com\/que-revisar-mes-quickbooks-preparador-impuestos\/"},"modified":"2026-10-09T22:18:29","modified_gmt":"2026-10-09T22:18:29","slug":"que-revisar-mes-quickbooks-preparador-impuestos","status":"publish","type":"post","link":"https:\/\/soportecontablerd.com\/en\/que-revisar-mes-quickbooks-preparador-impuestos\/","title":{"rendered":"What to review each month in QuickBooks before sending information to your tax preparer"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Tax preparation is generally easier when accounting is kept organized throughout the year. The goal of monthly bookkeeping is to ensure your financial information is clear before tax season arrives.<\/p>\n\n<h2 class=\"wp-block-heading\">Bank and card reconciliations<\/h2>\n<p class=\"wp-block-paragraph\">Confirm that each account is reconciled up to the latest available statement. An unresolved discrepancy can affect multiple categories and reports.<\/p>\n\n<h2 class=\"wp-block-heading\">Uncategorized transactions<\/h2>\n<p class=\"wp-block-paragraph\">Review any pending transactions and request clarification when the purpose is unclear. Leaving many transactions in generic accounts reduces the usefulness of the reports.<\/p>\n\n<h2 class=\"wp-block-heading\">Customer payments and open invoices<\/h2>\n<p class=\"wp-block-paragraph\">If you use invoices in QuickBooks, verify that payments are applied to the correct invoice and check for balances that remain open even though the customer has already paid.<\/p>\n\n<h2 class=\"wp-block-heading\">Loans and credit cards<\/h2>\n<p class=\"wp-block-paragraph\">Loan payments typically include several components and shouldn't be automatically treated as a standard expense. It's important that the related accounts are set up and reviewed correctly.<\/p>\n\n<h2 class=\"wp-block-heading\">Main reports<\/h2>\n<p class=\"wp-block-paragraph\">Before closing the month, review at least the Profit &amp; Loss and Balance Sheet. Very large changes, unexpected negative balances, or accounts that grow without explanation may indicate that something needs review.<\/p>\n\n<h2 class=\"wp-block-heading\">Documentation<\/h2>\n<p class=\"wp-block-paragraph\">Keep bank statements, invoices, important receipts, and documents related to loans, payroll, or other relevant transactions. Your tax preparer may need additional documentation depending on your situation.<\/p>\n\n<p class=\"wp-block-paragraph\">This article provides general information on accounting organization and is not a substitute for tax or legal advice. Specific obligations depend on each business and should be reviewed with the appropriate professional.<\/p>","protected":false},"excerpt":{"rendered":"<p>Una lista pr\u00e1ctica para mantener tus registros organizados durante el a\u00f1o y evitar correcciones de \u00faltimo minuto.<\/p>","protected":false},"author":1,"featured_media":19,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[8],"tags":[],"class_list":["post-52","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bookkeeping"],"_links":{"self":[{"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/posts\/52","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/comments?post=52"}],"version-history":[{"count":1,"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/posts\/52\/revisions"}],"predecessor-version":[{"id":195,"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/posts\/52\/revisions\/195"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/media\/19"}],"wp:attachment":[{"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/media?parent=52"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/categories?post=52"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/soportecontablerd.com\/en\/wp-json\/wp\/v2\/tags?post=52"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}