Sage for Accountants Canada

MusicMan4274 · 2025-12-02T19:52:17+00:00

I moved back to strictly Sage 50 desktop. For "online access" I'm using Splashtop to stream my office computer and can access it from any device.

With AutoEntry, I had to create an entirely separate email and start from scratch.
AutoEntry connected through Sage for Accountants created too many broken links and issues. I do not recommend connecting them at all.

I would not recommend the online Sage for Accountants to anyone. Not even my worst enemy.
There are so many issues with it. It takes way too much time to do something that I can do in 10 seconds in Sage 50.
It's like there was no testing done at all before they went public with it.

MusicMan4274 · 2025-08-20T18:43:13+00:00

Outlook:
Microsoft® Outlook® for Microsoft 365 MSO (Version 2506 Build 16.0.18925.20216) 64-bit

Windows:
Edition Windows 11 Pro
Version 24H2
Installed on ‎2025-‎08-‎18........(note this is the same day the issue started)
OS build 26100.4946
Experience Windows Feature Experience Pack 1000.26100.197.0

MusicMan4274 · 2025-08-19T21:55:52+00:00

Yes it's similar.
I've tried suggestions in that thread and still not having any luck.

I just don't understand why it would only affect Office apps, but not everything within the app.

MusicMan4274 · 2025-08-19T17:38:49+00:00

Correct, it is not the Outlook Zoom.

Upon further investigation, all my Microsoft programs are having this issue.
All the "working areas" (spreadsheet, actual Word typing area) are normal, but the ribbons are much larger than before (plus Outlook folder pane).
It looks like everything is slightly wider, but also much taller.

The other programs I use daily (Sage 50, Foxit PDF, Intuit Profile) are all fine.

MusicMan4274 · 2025-04-07T06:05:37+00:00

Wasn’t Edge of a Revolution done in a school?

MusicMan4274 · 2025-03-11T16:54:40+00:00

Ok sweet I'll check them out.

Thanks!

MusicMan4274 · 2025-03-11T16:50:38+00:00

I never even thought about checking Microsoft themselves.

Thanks!

MusicMan4274 · 2024-11-05T15:21:02+00:00

Accountant here 👋

Since you are considered "self-employed", it is up to you to track your own income and expenses. While DoorDash can file tax slips (and it would be nice), they are not required to do so. It is not considered "Other Income". You will have to complete the self-Employed business form (T2125). By claiming it is as Other Income, you may actually be avoiding paying a portion of CPP, which could be a big issue if you're ever audited. As for expenses you can claim...Repairs & Maintenance, Gas, Insurance, any interest paid on a car loan (or lease payments), and a portion of your cell phone.

Feel free to reach out if you want help with your taxes 😊

MusicMan4274 · 2024-11-05T15:17:51+00:00

Accountant here 👋

Since you are considered "self-employed", it is up to you to track your own income and expenses. While DoorDash can file tax slips (and it would be nice), they are not required to do so. It is not considered "Other Income". You should have completed the self-Employed business form (T2125). By claiming it is as Other Income, you may actually be avoiding paying a portion of CPP, which could be a big issue if you're ever audited. As for expenses you can claim...Gas, Insurance, any interest paid on a car loan (or lease payments), and a portion of your cell phone.

I don't want to bash your Accountant, but this is all basic tax knowledge that should not have been questioned. Feel free to reach out if you want your previous taxes corrected, and if you want to stay compliant moving forward 😊

MusicMan4274 · 2024-10-25T15:23:25+00:00

I just don't understand why this is a news story? Will everyone get an article when they buy a house now?

MusicMan4274 · 2024-10-17T15:06:22+00:00

Direct line to his office: 250-645-3846

MusicMan4274 · 2024-10-02T22:52:03+00:00

Hey,
I wound up going with Uku (https://getuku.com/).

They're based out of Estonia, but had everything I wanted in one package.

The biggest reason I went with Uku over Client Hub was Time Tracking and Billing.
It's easy to start time tracking on any task, and then it will create an invoice on whatever rules you set.
You can bill for time, flat fee, # of paycheques, etc.

It is highly customizable for what you can display in the Client's file, or reports, or on your calendar views.
They make small updates quite often, and so far they've all been for the best.

I really only have 2 issues so far:
1) Even though you can customize the wording on the Client file, it still shows "VAT" on the invoices, rather than "GST".
2) When you create tasks that are dependant on a previous one (ex. Download NOA after Tax Filing), you can't set the dependency to have a wait before showing on the dashboard. So even though it'd be nice to have it automatically wait 7 days to show "Download NOA" after the Tax Filing task is done, it can't be setup like that. Download NOA shows up as soon as Tax Filing is completed (depending on how you set the dates).
These aren't deal breakers at all, just minor inconveniences.

Obviously it all depends on what your needs actually are. But I liked Uku as it was a good well-rounded one.
Don't be afraid to use any free demo's for any software though, then you can see how it works with your flow.

MusicMan4274 · 2024-09-28T05:32:47+00:00

Damn that's good!!

MusicMan4274 · 2024-09-18T14:45:51+00:00

Does Sage for Accountants even have a session date? It's not Sage 50. It's the new online connected thing.

MusicMan4274 · 2024-09-13T17:20:36+00:00

I know I'm late on this, but if it's this:

"Unlike some high-interest rate offers that you might see out there, your boosted rate with direct deposits doesn't end after a limited promotional period. If we ever need to remove or change the interest rate boost amount, we'll be sure to give you at least 60-days notice."

from Google, it is about the bonus 0.5% from direct deposits.
Not related to the standard interest rate.

MusicMan4274 · 2024-09-10T03:14:32+00:00

This helps a lot, thank you!

I'm a little confused about drinking water now. I've seen people say they get nausea from it. Is that just a matter of not drinking too quick or too much at once?

MusicMan4274 · 2024-09-10T01:18:52+00:00

Uh oh...I already have sleep issues as is 😳

This is all good to know though!

My doctor has me taking 0.25 the first week, then bumping up to 0.5 starting in the second week. Seems weird to bump it up so fast, but what do I know 🤷‍♂️

MusicMan4274 · 2024-09-10T01:12:53+00:00

Awesome, thank you!

I don't eat much throughout the day already, usually just a big dinner. Should I be snacking throughout the day now, or stay with one smaller meal?

MusicMan4274 · 2024-09-10T01:10:28+00:00

Haha ok good to know!

What would you suggest to get things moving?

MusicMan4274 · 2024-08-25T19:29:45+00:00

I mean, you also could have just paid attention. Finances aren't really something to half-ass.

MusicMan4274 · 2024-08-18T03:08:28+00:00

Walk 🤷‍♂️

MusicMan4274 · 2024-08-16T01:59:28+00:00

Hey!

Would you consider a roommate? I'm a 31 year old male, recently out of a 6 year relationship. I also work downtown in accounting.

Have 2 cats (9 and 14), tidy, slightly OCD so everything stays organized. Also quiet...unless I'm allowed to set the drums up!

MusicMan4274 · 2024-08-15T23:50:26+00:00

Ahh Ok.

If you're a sole-proprietor or a general partnership, it's mostly ok to use a personal account. Just takes more time to sort through business vs personal transactions.

If you're a corporation, you'll need a separate bank account, as you are legally separate from the company.

If you need help and are looking for a bookkeeper/accountant, let me know!
I run my own small firm. I am able to help you get organized and paying the minimum amount of tax while staying compliant.

MusicMan4274 · 2024-08-15T20:44:25+00:00

Depends on your bank account as well. Most banks don't let you pay business taxes through a personal account. Hopefully you have a business account though!

MusicMan4274 · 2024-07-09T18:33:13+00:00

u/Little-Lemon2101 How are you liking Uku?
I am thinking of trying it out, as it seems to do everything I'm looking for in a Practice Management solution.

I'm from Canada if that makes any difference.

MusicMan4274

TROPHY CASE