Here’s our quick list of FAQs, helpful links and other tools.

Resources

When it comes to your finances, we want to make sure we’re here for you, to help you understand what is needed and when, what is important and what’s not, and everything in between. Below you will find a list of valuable links, dates and resources to answer your “off the cuff” accounting questions. Feel free to contact us for more information about your specific situation.

What is the status of my IRS refund?

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What is the status of my Montana state refund?

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What are the current IRS applicable federal rates (AFR)?

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What is the standard mileage rate?

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How long do I need to keep my tax records?

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What documents do I have to keep for 4 years?

Before you toss records in the trash, think twice. Some documents must be kept.

• General correspondence
• Employee personal records
• Expired insurance policies
• Petty cash reports
• Bank reconciliations
• Business correspondence
• Duplicate deposit slips
• Payroll records and summaries

What documents do I have to keep permanently for financial purposes?

Before you toss records in the trash, think twice. Some documents must be kept in perpetuity.

• Contracts and leases
• Audit reports of accountants
• Cash books, charts of accounting
• Cancelled checks for important payments
• Capital stock and bond records
• Corporate stock register
• Important legal correspondence
• Deeds, mortgages and bill of sale
• Depreciation schedules
• Financial statements (End of year)
• General and private ledgers
• Journals
• Property appraisals and records
• Tax returns and worksheets
• Insurance records
• Minute books of directors, stockholders, bylaws and charters
• Retirement and pension records
• Union agreements
• Trademark registration and copyrights
• Alimony, custody, prenuptial agreements
• Birth and death certificates
• Detailed list of financial assets held
• Forms W-2 received
• House records
• Insurance policies – Life
• IRA statements
• Medical records
• Military papers
• Photo/ video tapes of valuables
• Tax return copies
• Trust agreements
• Wills

What are the income tax return filing due dates?

There’s Tax Day . . . and then there are other equally important tax dates. A quick list of dates for tax season and beyond.

• Individuals: April 15
• Partnerships and LLCs: March 15
• S-Corporations: March 15
• Calendar Year End C-Corporations: April 15
• Fiscal Year End C-Corporations: 2 1/2 months after fiscal year end

Get a Copy of your IRS Transcript

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IRS Website

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MT Dept of Revenue and link to TAP

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IRS Electronic Payment System

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Visit the Social Security Website

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US Department of Labor

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Links for Financial Calculators

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Does Amatics perform audits of local government entities?

Yes. Learn more about the Audit process and how
Amatics can help.

Yes, we perform audits of local government entities and have personnel with extensive local government audit experience. To confirm our approval as independent auditors authorized to conduct audits of Montana local government entities, visit:

https://sfsd.mt.gov/LGSB/AuditorRoster

Click on the link to the Auditor Roster to view the list.

Is your firm peer-reviewed?

Being peer-reviewed is an important
endorsement. And Amatics has it.

Our firm is peer reviewed every three years under the American Institute of Certified Public Accountants (AICPA) Standards covering attest engagements. The attest engagements include compilation, review, audit, agreed-upon procedures and forecast engagements performed by our firm. The peer review is performed by an independent public accounting firm which meets certain qualifications under the AICPA Standards. Our firm also has personnel that are qualified to perform peer reviews for other independent public accounting firms.

Still have questions? Check out our blog for in-depth coverage of financial topics.