1
vote
5answers
122 views
What are the ramifications when a tax preparer gives out someone’s information?
My ex-husband's sister works at the office where I have filed taxes for many years. My ex-husband recently told me that he is going to claim our daughter as a dependant on his tax …
3
votes
2answers
35 views
System Backups using Replica Drives
This isn't really a tax question but since we all should be backing up our tax info I thought it may be relevant.
I recently suffered a system crash. Fortunately we have a bullet …
2
votes
6answers
81 views
Paperless office (at least trying to be)
How many of you are going to a paperless office? My software and many others I am sure allow you to pdf files to clients. They keep them in document manager and I love the abilit …
3
votes
2answers
526 views
Form 8867 - EIC Due Diligence Form
How long must paid tax preparers keep the EIC Due Diligence Form 8867?
2
votes
2answers
72 views
EF-Authorization Form 8829
How long must paid preparers keep the EF-Authorization Form 8829 on file?
3
votes
6answers
65 views
Paperless to clients?
I am pushing our office to move away from providing paper copies of tax returns to our clients and in lieu posting them to our web portal. However, I am encountering resistence fr …
3
votes
3answers
68 views
How Long Should I keep Records?
TaxMama® gets thousands of questions a year. One of the more common (aside from this year's obsession with the First Time Homebuyers Credit) is this question.
My closets (or garag …
2
votes
1answer
125 views
Tax Return Storage: Ideas Wanted
Questions:
WHERE, and for HOW LONG, do YOU store your non-returning customer's tax returns?
HOW MANY YEARS of a returning customer's tax returns do YOU keep in your office filing …
