Level 11
03-16-2023
05:22 PM
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I familiarize myself with the tax law, read the forms instructions, and determine whether I've prepared a complete and accurate return. If so, I encourage the client to file it. If not, I attempt to prepare a complete and accurate return that the client can file. If impossible due to software limitation, I wait patiently / prepare the return on paper / attach a correctly-completed PDF of the form that's got an incorrect presentation but the right tax answer.