Dustin Wheeler

Dustin Wheeler
Dustin is a technology-driven CPA in Orem, Utah.

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“Did you contribute to a HAS?” Oops, AutoCorrect!

Contributing to a health savings account may be a smart tax move, but that’s a post for another day.

E-mailing someone to ask about health savings account contributions can be a troublesome for a tax accountant. The commonly used acronym for health savings accounts (HSA) autocorrects to HAS. Fortunately, it’s pretty simple to change that in Microsoft Outlook.

Go to File > Options > Mail > Spelling and AutoCorrect, and then AutoCorrect Options.  Type in “HSA” in the box under where it …

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Outlook Quick Parts will speed up your e-mail

I’m asked some questions over and over again: What’s the difference between an independent contractor and an employee? How do I check the status of my tax refund? What documentation do I need to support my charitable contributions?

This is where Quick Parts in Microsoft Outlook comes in handy. With this feature, I can put prewritten chunks of text into e-mails, similar to a copy and paste. The only problem is that Quick Parts might not be intuitive to a user …

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Taking Control of my Inbox with E-mail Rules in Outlook

Do you feel in control of your e-mail, or do you feel your e-mail controls you?

This question was posed by the instructor in a session about Outlook that I attended at the 2009 AICPA Information Technology Conference.  The large volume of e-mail that I have to process every day certainly makes it hard to control, but I learned a few good e-mail management strategies at the conference that have helped.

First, I am starting to use my inbox as a staging area rather …

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