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dascpa
Level 11
March 7, 2023
Question

Ugh - Clients

  • March 7, 2023
  • 6 replies
  • 26 views

Between Sunday and today (Tuesday) the entire world decided to get me their tax papers.  63 individual clients in less than three days (portal upload, drop off, meeting, etc.).  Only 3 had all their information.  I'm really getting tired of this start-stop, start-stop business.  Doesn't matter whether they the have a tax organizer, a checklist, a whatever.  This has to stop.  I need Fireball.....

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6 replies

IRonMaN
Level 15
March 7, 2023

I was just mentioning the other day that we should be like Goodwill or one of the other places accepting donations of merchandise and just put a sign up some days saying we aren't accepting dropoffs today.

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
March 7, 2023

I got slammed with dropoffs, and mail ins the past few days as well, thankfully very few people want to use the portal, I dont want to have to open and print 18 freaking documents because you dont know how to scan them all into a single PDF! 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
March 8, 2023

Adobe allows you to combine PDFs very easily.

** I'm still a champion... of the world! Even without The Lounge.
PATAX
Level 12
March 7, 2023

Yeah same thing here. Yesterday real busy drop offs.

Level 15
March 7, 2023

@dascpa wrote:

 Only 3 had all their information.  I'm really getting tired of this start-stop, start-stop business. 


 

You need to charge them a PITA fee.  And in my opinion, TELL THEM you are charging a PITA fee due to them not giving you all of their information at once.

 

 

PATAX
Level 12
March 7, 2023

@TaxGuyBill 👍now you sound like me.

shf1957
Level 6
March 8, 2023

I know how you all feel.  I am in the same boat.. between the paper drop offs, the email drop ins, and the phone constantly ringing with questions.etc...  Then it's start one.. missing stuff.. close the folder, start another same thing over and over again.. that when I go back to the first one with more info.. i don't know where I am at.. so i start it all over..    I am just a single worker/owner of this tax business.  I start in at 10am and work all day with only a couple of breaks for meals or bathroom breaks.. and keep going until I turn the computer off at by 3am.. 7 days a week.. and can't seem to catch up.  In-between that I have to also do some business's sales tax, road tax etc...   NOW I dread the ones with all the stock sales with all the different dates of sales... usually I enter each one since I haven't learned yet how to do it another way.  The ones coming soon have pages after pages of them...   Though on the good side of things, I got to refuse 2 new ones that were liars. I could tell by some of the info they gave me was not true.. round figures like 3000, 6000, 40,000.  etc...  it felt good to tell them to go back to who ever they previously had.. I am not the one for you!   Is there any video showing how to enter the stocks sales that all have different sale dates easier and faster?  Thanks for any and all of your help in advance.  People ask why I don't have help, loose lips sink ships... too small of a town up here.. everyone knows everyone...   Plus I should say to all you tax preparers "Thanks for your service"!    

Level 6
March 8, 2023

You do know that type A & type D stock sales (where brokerage supplied the costs to IRS) you can enter the total proceeds and total costs for short term and totals for long term at the top of the 1099B worksheet?  (as long as not wash sales).  This change happened a couple of yrs ago and speeds up the process.

PATAX
Level 12
March 8, 2023

@sewcpa you're right but that little exception called wash sales happens a lot with my clients.  wannabe Wolves of Wall Street to think they're going to beat the market. All they do is cause extra work for us.

Level 7
March 8, 2023

 Contrary to what others have said I have not bought all the firebal that there is.

PATAX
Level 12
March 8, 2023

@rcooley25 you tried to