The check list is omitting to tell customers to bring in many items.  I have numerous plumbers, mechanics, carpenters, working people etc. who have lots of business expenses.  This last customers check list did not include ID verification, union dues, Dues, Initiation, safety boots, uniform cleaning,  gifts limited to $25, small tools, educational expenses, magazines and subscriptions, auto deductions.

The area most missed were the W-2 work expenses.  These are not deducted on the Federal but they are deducted on the state.  If not listed on the check list, the customer now thinks he can not deduct these items and there is no need for me to prepare his return.  More important he does not bring in this info.

In the past I would change one customers check list and I was so stupid this changed all check lists.  This year I filled in he clients check list add ons and then the form asked if I wanted to change all check list.  I said no, so I am no going to have the problem of any additions I make going to all customers.

If you think Pro Series programmers should include work related items on the check list, please contact Pro Series.

At the beginning of the year I sent all customers the check list (without looking at what was in the check list), and now if they came in it was very difficult to get accurate work deductions