SWD2012
Level 3
‎02-02-2022 10:23 AM
This is my first year, and I'm unsure if I'm doing it right.
0 Cheers
IRonMaN
Level 15
‎02-02-2022 10:27 AM

Hurry up and wait until the 1040X is ready later this month.  Live and learn about being in too much of a rush to get returns out the door.  Some clients tend to be forgetful which makes our lives difficult.


Slava Ukraini!
Just-Lisa-Now-
Level 15
Level 15
‎02-02-2022 10:28 AM

You dont want to amend until the original return has completed processing and any refund has already been received.

The 2021 1040X form wont be ready in ProSeries until near the end of February. (looks like its scheduled for 2/24)

Be sure you charge accordingly for your time to amend his mistake.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

SWD2012
Level 3
‎02-02-2022 10:56 AM

Thank you so much. Big help!!

SWD2012
Level 3
‎02-02-2022 10:58 AM

Thanks for the update. Hopefully I will get the hang of this software soon🤦‍♀️.... tremendous help!!

dkh
Level 15
‎02-02-2022 11:58 AM

I'd like to put a sign on my wall....

IF YOU'RE IN A HURRY YOU'VE COME TO THE WRONG TAX PREPARER

 

IRonMaN
Level 15
‎02-02-2022 12:06 PM

 I put one of those up, but my wife keeps taking it down. 😉


Slava Ukraini!