davegibbtaxprep
Level 2
04-16-2024
10:30 AM
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i inadvertenly used the same banking info 2 different clients.
one client had 2 withdrawals from their account. any suggestions
on how to rectify this
thank you,
dave
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rbynaker
Level 14
04-16-2024
10:51 AM
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Write #1 client a check for the amount of #2 client's tax payment. Try to collect the tax payment from #2. Offer to do both returns for free next year.
This is why I'm in the tax preparation business and NOT the tax payment processing business.