Discussion:Copies of client info

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{{ForumNewPost|UserID=Scott22|Date=28 February 2009|Text=I'm sorry for not updating my personal info. I went from working in VT for myself and now I'm working for my 2nd small firm in NJ. I always photocopied everything my client gave me and kept it in order in a file in which the tax return flows. These 2 small firms in NJ only keep a copy of the Client's W-2. Is this a common practice? I find it not right. {{ForumNewPost|UserID=Scott22|Date=28 February 2009|Text=I'm sorry for not updating my personal info. I went from working in VT for myself and now I'm working for my 2nd small firm in NJ. I always photocopied everything my client gave me and kept it in order in a file in which the tax return flows. These 2 small firms in NJ only keep a copy of the Client's W-2. Is this a common practice? I find it not right.
}} }}
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 +{{ForumReplyPost|UserID=Jokadah|Date=28 February 2009|Text=I think a number of firms have moved away from all of the copies and either just keep W-2 or scan the info. I'm old school and although it creates a ton of paperwork, I like having copies of everything with my organizer. I refer back to it and if clients are missing info, I'm able to give them a copy of the missing interest or dividend statement from prior year and highlight the acct number. I know it is more work but it's what I'm used to.}}

Revision as of 00:59, 28 February 2009

Discussion Forum Index --> Tax Questions --> Copies of client info

Scott22 (talk|edits) said:

28 February 2009
I'm sorry for not updating my personal info. I went from working in VT for myself and now I'm working for my 2nd small firm in NJ. I always photocopied everything my client gave me and kept it in order in a file in which the tax return flows. These 2 small firms in NJ only keep a copy of the Client's W-2. Is this a common practice? I find it not right.

Jokadah (talk|edits) said:

28 February 2009
I think a number of firms have moved away from all of the copies and either just keep W-2 or scan the info. I'm old school and although it creates a ton of paperwork, I like having copies of everything with my organizer. I refer back to it and if clients are missing info, I'm able to give them a copy of the missing interest or dividend statement from prior year and highlight the acct number. I know it is more work but it's what I'm used to.
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