Intuit Community Champion

Post it notes

Forum|Forum|3 years ago
March 17, 2023
14 replies
61 views

I should charge more for clients that use post it notes.. I just had a client leave and every single document they put a post it note on identifying the document. for example on the SSA - 1099 they wrote on a post it note "Social Security" On the 1099 DIVs they used a post it note labled "Dividend Income" . On the 1099 INTs they used a post it note labeled "Bank Interest" This went on and on and each document had one of those jumbo paper clips or a binder clip. I take all those post it notes off as they often cover the figures that I need to see. Also, I never have to buy binder clips again as they get left behind most of the time with me.

This topic has been closed for replies.

IRonMaN

Level 15

At least they took the time to look through their stuff and organize it. I would give them an A for effort anyway.

Slava Ukraini!

rbynaker

Level 13

We all get these. It's a spectrum. At the other end are the unopened envelopes. Pick your poison.

I had one yesterday with about half of the documents duplicated. Here's the one I got in the mail. Here's the one I downloaded and printed.

IRonMaN

Level 15

"Here's the one I downloaded and printed"

Two W-2s appearing because of that is almost a daily occurrence for me.

Slava Ukraini!

P

PamC

Level 6

I hear ya. Yesterday I received one of these, but they were all stuck on so they hang off the side of the page like index tabs. As I said to my office manager when she showed it to me "If you think I don't know the difference between a W-2, a 1099-DIV and a 1098, why would you trust me to do your tax return?"

Do they think they're going to earn extra credit? Get a gold star?

I often tell clients who show visual signs of anxiety over their data prep "Stop worrying, this is not a graded assignment."

IRonMaN

Level 15

I do grade clients. The first part of February a client brought in their 2021 tax info followed by their 2022 info a week or so later. Their 2021 Sub S return had been done timely last summer and this year's Sub S info came in with their 2021 personal stuff. I put on their bill an F for 2021 but an A+ for 2022.

Slava Ukraini!

P

PamC

Level 6

I have thought of getting some gold stars, but I shot the promo budget with the cool pens.

M

MikeB_CPA

Level 5

I hear ya! That is somewhat less aggravating than a paperclip on every page, dissimilar documents grouped together, and opening every piece of mail they have received since the first of the year!! 🤣

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