Your 2024 Tax Season Cheat Sheet

Get ready for the 2024 tax season with Roger and Annie! They cover critical deadlines, documentation tips, e-filing requirements, ERC updates,  and other need-to-know changes that affect small businesses and tax preparers this year.

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Links mentioned in this episode

  • (00:00) - Welcome To Federal Tax Updates Episode 24
  • (01:18) - Summary of employee retention credit and updates
  • (02:48) - Overview of voluntary program for repaying improperly claimed credits
  • (08:50) - Key details on the voluntary program
  • (13:03) - Importance of documentation for ERC claims
  • (15:41) - Origins and intentions of the ERC program
  • (19:14) - Potential changes to ERC in Congressional budget negotiations
  • (23:28) - Other letters and updates on ERC claims
  • (25:21) - Expectations for further ERC guidance
  • (29:34) - Using protective claims when amending returns
  • (32:41) - Advice for taxpayers who used third parties for ERC claims
  • (36:53) - Upcoming dates and other filing season reminders
  • (42:29) - Thanks for listening and remember to subscribe
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Annie Schwab

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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Creators and Guests

Annie Schwab, CPA
Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Roger Harris, EA
Roger Harris, EA
President at Padgett Business Services
Your 2024 Tax Season Cheat Sheet
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