2
votes
6answers
70 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 …
1
vote
1answer
84 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 …
2
votes
2answers
31 views
Letters of Agreement
In talking to other practitioners, some use them; others feel that by signing the tax return the taxpayer is stating that the information is correct and that covers the practioner. …
