In years past, I would make scanned copies of everything client's gave me, all their 1099s/W2/worksheets etc. This can be very time consuming. What do tax preparers HAVE to keep for their files? I believe 8879 is a must. But do we have to keep anything else? With the busy season, I'm trying to lower the amount of time on the mundane tasks.
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TAXOH keeps what is required. I keep copies of all 1099s, 1098s, and other official tax forms as well as anything of significance that the client provides. If a notice shows up two years from know, odds are good that my client has no idea where that documentation is, but I do.
TAXOH keeps what is required. I keep copies of all 1099s, 1098s, and other official tax forms as well as anything of significance that the client provides. If a notice shows up two years from know, odds are good that my client has no idea where that documentation is, but I do.
I only keep W2'S, 1099R's and anything else that has withholding.
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