On this last day of February - individuals at 39.33% in. 60% to go just on individuals doesn't make for a fun few upcoming weeks. Some is due to the investment houses being slow, others are it's just become the new normal. Where are you at?
I'm also at 39% for individuals. I happened to look last night and I am three in the door ahead of last year so they are coming in at a pace pretty much equal to last year. Every year as April gets closer I wonder how in the world I am going to get all of those returns out the door but somehow it happens. It must be the "Jim" in us that gets us across the finish line.
I feel it's become the new normal.
Two clients I haven't seen since doing the 2021 return have come in this year with 2022 and 2023. Each client had the same explanation.....was busy, didn't have time, blah blah blah
@dascpa wrote:
On this last day of February - individuals at 39.33% in. 60% to go just on individuals doesn't make for a fun few upcoming weeks.
From just a percentage viewpoint, that seems to be on track or slightly ahead of the game.
I don't know about you, but I don't get much before February, so my "tax season" is roughly from February 3rd to April 14th, or about 10 weeks. We are about 4 weeks in, so 40% would be on track.
I get a few in January, but I probably have more that have extensions. For me, from a percentage viewpoint 40% would be slightly ahead of the game.
With that being said, the early returns tend to be shorter, easier returns than returns in the mid-to-late season so the later part of the season could be more work due to the longer, more difficult returns.
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