I'm guessing that other preparer is pretty old.In the sense the old preparer remembers the pre-1997 (edit) rules, though that had a 730-day new purchase period,...
Another option, in client status worksheet is the very last checkbox for 'Specify other status'. This allows you to be precise, such as 'missing 1099s' etc, and...
Guess I've mellowed over the years. From my HRB life years ago, a few of us would crank em out til 2am w/ Jack Daniels. Sole practice now but I keep the traditi...
Oh, the pet peeves!Clients emailing me to confirm their extensions were filed, as they or I indicated were necessary over the past month. Of course I did...sort...
You can customize your ProSeries client letter to indicate refund/payment via mail or direct deposit/debit and the bank info. State that it's the client's respo...
