Discussion:Client wants to switch to a paper return

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

(Difference between revisions)
Jump to: navigation, search
Revision as of 00:38, 23 April 2009
JR1 (Talk | contribs)
(Yep, I generally)
← Previous diff
Revision as of 00:41, 23 April 2009
Bjeter (Talk | contribs)
(This is one of t)
Next diff →
Line 9: Line 9:
{{ForumReplyPost|UserID=JR1|Date=April 23, 2009|Text=Yep, I generally fire folks like this, or more often, they fire themselves. We know what they're doing. And I won't be a party to it. One of the side benefits to efiling that I never got from the beginning is the assurance that what I did is what was filed. I like that.}} {{ForumReplyPost|UserID=JR1|Date=April 23, 2009|Text=Yep, I generally fire folks like this, or more often, they fire themselves. We know what they're doing. And I won't be a party to it. One of the side benefits to efiling that I never got from the beginning is the assurance that what I did is what was filed. I like that.}}
 +
 +{{ForumReplyPost|UserID=Bjeter|Date=23 April 2009|Text=This is one of the many reasons I still adamantly oppose efiling. If there's a balance due, there's no reason to efile. Who knows what the clients do after they take the return from my office? It's not my business. They pay me to prepare their return, what they do with it after the fact is their business.}}

Revision as of 00:41, 23 April 2009

Discussion Forum Index --> Basic Tax Questions --> Client wants to switch to a paper return
Discussion Forum Index --> Tax Questions --> Client wants to switch to a paper return

Wiles (talk|edits) said:

23 April 2009
This happens once or twice a year to me. I have a client with a large tax balance due. They call me back after we have delivered the tax return to them and say they would like to switch their return to paper instead of e-filing this year. The next year they do not come back.

I am almost certain in every case they took my return, recreated it in Turbo Tax, but changed their numbers to something more suitable. What do you think? Does this happen to others?

JR1 (talk|edits) said:

April 23, 2009
Yep, I generally fire folks like this, or more often, they fire themselves. We know what they're doing. And I won't be a party to it. One of the side benefits to efiling that I never got from the beginning is the assurance that what I did is what was filed. I like that.

Bjeter (talk|edits) said:

23 April 2009
This is one of the many reasons I still adamantly oppose efiling. If there's a balance due, there's no reason to efile. Who knows what the clients do after they take the return from my office? It's not my business. They pay me to prepare their return, what they do with it after the fact is their business.