Compliance
How It Works
In this section, we will describe our compliance package. It is a combination of email notifications and a portal where we can remind you when your clients must file returns.
Business Information Requirements
We will ask for the following business information:
- Client state of operation
- Client entity type
- Client year end
- Client franchise tax schedule
- Whether the client has W-2 employees
- Whether the client is subject to sales tax
The portal is an area where you can monitor upcoming filing dates for all of your clients. If you would like us to track more items in the portal, please reach out at support@boldhorizons.io!