David Jetter

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In this section, you will verify that the Undeposited Funds account balance is zero. In AccountEdge, select Find. Click the Account tab and review the Undeposited Funds Ending Balance for the mon...

Processing 1099s SPECIAL NOTE:  If you have over 250 forms to file, you must submit them electronically to the IRS. Use this task list as you complete each step. Completed ✓ Month TASK   Dec...

The Daily, Weekly (with Soft Close included), Monthly, Transmittal and Agent Entry checklists are all attached below and housed on KWConnect.  Click the attachments at the bottom of the screen to d...

You can find free downloads of the PDF and Excel Versions of the Chart of Accounts on www.kellerink.com.   They are located under Books -> The Millionaire Real Estate Agent -> Downloads(at the bott...

DUE DATES: Before All Associate process: It is critical that you print the Associate 1099 report and complete the End of Year update in WinMORE.  Before Transmitting December data: Any change y...

Due Date: After the December All Associates download and before the transmittal of December data.During the year there may be a change to an associate profit share tax ID code. Sometimes this is an...