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I do not mind going through the client returns for information, as you mention "take a little time to work", but if a query were available, it would be apprecia...
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We are not required to send a letter to our clients, but professional courtesy would have us contact our clients for planning purposes and to alert them that th...
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Software update on April 30, 2021 finally resolved the issue and the 2019 return was submitted and accepted by the IRS.😊
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There really needs to be a query! It would make this much easier than going through the clients one by one determining who has qualifying children. Now that the...
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Use the Client Status worksheet. Check the box next to "By checking this box, the client billing/invoice and client letter dates will use the date XXX instead o...