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I have a client with a large individual tax liability. Their funds are in their business account. Could they be set up for withdrawal from a business account on...
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Got it! Thank you!
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I think I'm looking for the organizer.A checklist for the client to follow as a guide for gathering documents based on what they had last year.
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I had a new client last year that is asking me if I could send them a tax planner. I did a little digging and I think it is probably what intuit calls a tax org...
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Just want to know if there's a tax planning document that is generated based on client's last year's return. If so, please provide info as to how to generate it...
