General Chat

23,920 topics in this forum

1. Client Copy Watermark

   By Yardley CPA, February 17, 2009
   • 6 replies
   • 2.3k views
   • 
   • joelgilb
   • February 18, 2009

2. client copy watermark inconsistencies

   By WoodstockTaxLady, February 1, 2010
   • 6 replies
   • 2.2k views
   • 
   • HV Ken
   • February 12, 2010

3. Client copy watermark not printing

   By wendybooth, March 22, 2009
   • 1 reply
   • 875 views
   • 
   • GeneInAlabama
   • March 22, 2009

4. CLIENT COVER SHEET

   By TAXMAN, January 21, 2009
   • 8 replies
   • 2.8k views
   • 
   • GeneInAlabama
   • January 25, 2009

5. Client Deceased in January 2024

   By Yardley CPA, April 9, 2024
   • 8 replies
   • 1.2k views
   • 
   • jklcpa
   • April 13, 2024

6. Client defaults on 401k loan

   By Janitor Bob, February 4, 2009
   • 4 replies
   • 1.2k views
   • 
   • Janitor Bob
   • February 4, 2009

7. Client Died Before I Finished Her 1040

   By Lion EA, September 25, 2024
   • 8 replies
   • 628 views
   • 
   • Catherine
   • September 28, 2024

8. Client dies; beneficiary doesn't notify financial institution holding IRA

   By orygun, February 25, 2016
   • 17 replies
   • 2.9k views
   • 
   • Catherine
   • February 28, 2016

9. Client Doesn't Have a First Name!

   By MsTabbyKats, January 25, 2014
   • 9 replies
   • 1.8k views
   • 
   • Pacun
   • January 28, 2014

10. Client doesn't know

    By TAG, July 13, 2017
    • 8 replies
    • 1.6k views
    • 
    • Max W
    • July 19, 2017

11. Client Donated Auto

    By Booger, March 13, 2009
    • 9 replies
    • 1.5k views
    • 
    • Lion EA
    • March 13, 2009

12. client drop box

    By schirallicpa, December 1, 2015
    • 17 replies
    • 3k views
    • 
    • Gail in Virginia
    • December 2, 2015

13. Client emergencies

    By ILLMAS, March 16, 2013
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 2013

14. Client Farm

    By Christian, April 26, 2020
    • 23 replies
    • 2.2k views
    • 
    • BLACK BART
    • May 9, 2020

15. Client filed extension but paid tax owed with 1040-V

    By David, May 18, 2015
    • 5 replies
    • 1.2k views
    • 
    • Catherine
    • May 19, 2015

16. Client files 1040 and received a 1042-S, where do I enter?

    By giogis245, April 18, 2023
    • 2 replies
    • 674 views
    • 
    • giogis245
    • April 18, 2023

17. Client filing for deceased father

    By Janitor Bob, March 30, 2008
    • 9 replies
    • 3.2k views
    • 
    • Chrisbry
    • March 31, 2008

18. Client Folder 1 2

    By Guest Taxed, December 7, 2013
    • 28 replies
    • 4.5k views
    • 
    • michaelmars
    • December 13, 2013

19. Client Fraud

    By Christian, April 17, 2020
    • 16 replies
    • 2.1k views
    • 
    • Jack from Ohio
    • April 19, 2020

20. Client from hell on St. Patty's day. Doesn't seem right.

    By schirallicpa, March 17, 2022
    • 8 replies
    • 840 views
    • 
    • Catherine
    • March 20, 2022

21. client gets divorced...

    By ajuroff, March 7, 2009
    • 7 replies
    • 1.6k views
    • 
    • Lion EA
    • March 8, 2009

22. Client got scammed.

    By taxdan, March 28, 2008
    • 6 replies
    • 1.7k views
    • 
    • indyscott
    • March 29, 2008

23. Client had a Stroke - In Nursing Home - Return Sig.

    By Single Dad, January 17, 2008
    • 6 replies
    • 2.3k views
    • 
    • Linda Mathey
    • January 18, 2008

24. Client has 2 W-2 (one with ITIN and the other with SS#

    By Lucho, January 19, 2014
    • 4 replies
    • 1.1k views
    • 
    • MsTabbyKats
    • January 19, 2014

25. Client has additional 1099s after I filed their 1099s

    By David, February 18, 2017
    • 3 replies
    • 1.3k views
    • 
    • David
    • February 19, 2017

26. client has done the research - and she can deduct dog as HOH

    By schirallicpa, March 31, 2015
    • 14 replies
    • 2k views
    • 
    • mrichman333
    • April 1, 2015

27. Client has friend who claims....

    By L.S., April 8, 2009
    • 2 replies
    • 1k views
    • 
    • TAXBILLY
    • April 8, 2009

28. Client has severe allergies - mold

    By Margaret CPA in OH, April 8, 2014
    • 3 replies
    • 781 views
    • 
    • Margaret CPA in OH
    • April 8, 2014

29. Client has stock holdings under an LLC.

    By Max W, June 15, 2022
    • 10 replies
    • 1.2k views
    • 
    • JackieCPA
    • June 16, 2022

30. Client has sub in Moroco

    By ACS41, September 26, 2008
    • 1 reply
    • 772 views
    • 
    • OldJack
    • September 26, 2008

31. Client ID requirements 1 2

    By StevenL, February 12, 2014
    • 39 replies
    • 8.5k views
    • 
    • MAMalody
    • February 15, 2014

32. Client Identity Protection Methods

    By G2R, February 19, 2019
    • 5 replies
    • 949 views
    • 
    • Yardley CPA
    • February 19, 2019

33. Client in Japan

    By Ranger, September 18, 2013
    • 9 replies
    • 2k views
    • 
    • joanmcq
    • September 24, 2013

34. CLIENT IN TESTED ME TODAY!!

    By WITAXLADY, December 2, 2022
    • 9 replies
    • 1.1k views
    • 
    • joanmcq
    • December 8, 2022

35. Client Information Accuracy Statement.

    By Jack from Ohio, April 3, 2010
    • 4 replies
    • 3.2k views
    • 
    • michaelmars
    • April 4, 2010

36. CLIENT INSTRUCTIONS

    By Marie, January 31, 2019
    • 3 replies
    • 984 views
    • 
    • Marie
    • February 1, 2019

37. Client interpretation of S-Corp - NT

    By jasdlm, March 16, 2018
    • 7 replies
    • 1.4k views
    • 
    • JohnH
    • March 16, 2018

38. Client is going to prison

    By Roberts, October 19, 2021
    • 12 replies
    • 1.2k views
    • 
    • Sara EA
    • October 21, 2021

39. Client Just Bought 2 Rental Properties

    By MsTabbyKats, April 6, 2015
    • 2 replies
    • 999 views
    • 
    • MsTabbyKats
    • April 6, 2015

40. Client just got a corrected 1098 showing mortgage insurance premiums

    By Abby Normal, February 21, 2018
    • 1 reply
    • 1k views
    • 
    • Possi
    • February 21, 2018

41. Client Labels

    By Randall, January 9, 2020
    • 2 replies
    • 3.5k views
    • 
    • Randall
    • January 10, 2020

42. Client Labels

    By mcb39, December 11, 2012
    • 13 replies
    • 7.7k views
    • 
    • mcb39
    • December 16, 2012

43. Client letter

    By Terry O, January 26, 2009
    • 7 replies
    • 1.6k views
    • 
    • Terry O
    • January 26, 2009

44. CLIENT LETTER

    By SUE A., January 24, 2010
    • 8 replies
    • 2.5k views
    • 
    • neilbrink
    • January 26, 2010

45. Client letter

    By MN dhawk, February 19, 2008
    • 5 replies
    • 1.7k views
    • 
    • joanmcq
    • February 22, 2008

46. Client Letter

    By Christian, February 9, 2014
    • 1 reply
    • 1.2k views
    • 
    • Yardley CPA
    • February 9, 2014

47. Client Letter

    By ETax847, March 5, 2017
    • 3 replies
    • 1.1k views
    • 
    • B. Jani
    • March 5, 2017

48. Client Letter

    By ILLMAS, February 24, 2008
    • 1 reply
    • 1.2k views
    • 
    • MontanaEA
    • February 24, 2008

49. Client letter - again

    By Maribeth, February 1, 2013
    • 1 reply
    • 1.1k views
    • 
    • joanmcq
    • February 1, 2013

50. Client Letter - ATX easy fix?

    By JackieCPA, November 25, 2019
    • 2 replies
    • 881 views
    • 
    • JackieCPA
    • November 26, 2019

51. Client Letter ( Again )

    By Dave T, February 2, 2013
    • 2 replies
    • 1.2k views
    • 
    • mcb39
    • February 2, 2013

52. Client letter (debit balance due)

    By ILLMAS, March 27, 2020
    • 1 reply
    • 527 views
    • 
    • ILLMAS
    • March 27, 2020

53. Client Letter and Mailing Address

    By RitaB, February 14, 2015
    • 7 replies
    • 1.4k views
    • 
    • RitaB
    • February 16, 2015

54. client letter CA

    By grandmabee, April 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • grandmabee
    • April 5, 2010

55. Client letter help

    By HV Ken, January 29, 2014
    • 1 reply
    • 1k views
    • 
    • ljwalters
    • January 29, 2014

56. Client Letter Manager Bugs

    By ETax847, January 25, 2013
    • 13 replies
    • 2.3k views
    • 
    • Marie
    • January 28, 2013

57. Client letter not printing instructions

    By Art, March 8, 2009
    • 3 replies
    • 1.5k views
    • 
    • HV Ken
    • March 9, 2009

58. Client Letter only printe efile info

    By Slippery Pencil, April 2, 2013
    • 1 reply
    • 1.3k views
    • 
    • Catherine
    • April 2, 2013

59. Client Letter problem

    By HV Ken, January 23, 2008
    • 17 replies
    • 5.4k views
    • 
    • Byron
    • January 27, 2008

60. client letter problem

    By Marie, January 29, 2013
    • 4 replies
    • 1.6k views
    • 
    • Maribeth
    • January 30, 2013

61. Client Letter State Estimated Electronic Payments

    By GLGACCT, April 12, 2023
    • 3 replies
    • 568 views
    • 
    • GLGACCT
    • April 13, 2023

62. Client letter w/ Fee Collect

    By indyscott, April 3, 2008
    • 0 replies
    • 1.1k views
    • 
    • indyscott
    • April 3, 2008

63. Client Letter-Amended Return in ATX

    By Patrick Michael, March 2, 2015
    • 6 replies
    • 1.6k views
    • 
    • kcjenkins
    • March 2, 2015

64. Client letter/instructions

    By jshtax, March 15, 2014
    • 10 replies
    • 3.2k views
    • 
    • Margaret CPA in OH
    • March 16, 2014

65. client letters

    By grandmabee, February 14, 2013
    • 7 replies
    • 2.2k views
    • 
    • joanmcq
    • February 15, 2013

66. CLIENT LETTERS

    By TAXMAN, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • kcjenkins
    • February 29, 2008

67. Client Letters

    By joanie3444, January 27, 2012
    • 3 replies
    • 8.8k views
    • 
    • RitaB
    • January 27, 2012

68. client letters

    By wendybooth, February 17, 2011
    • 3 replies
    • 2.1k views
    • 
    • Pacun
    • February 18, 2011

69. client letters

    By ljwalters, February 12, 2013
    • 1 reply
    • 1k views
    • 
    • joanmcq
    • February 12, 2013

70. Client Letters

    By joelgilb, March 21, 2008
    • 1 reply
    • 873 views
    • 
    • diligentbiz
    • March 22, 2008

71. Client Letters

    By Terry O, February 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • Terry O
    • February 24, 2008

72. Client Letters in ATX

    By ETax847, January 19, 2016
    • 3 replies
    • 1.4k views
    • 
    • Abby Normal
    • January 19, 2016

73. Client letters in ATX, esp. estimates

    By Margaret CPA in OH, March 3, 2020
    • 1 reply
    • 717 views
    • 
    • Margaret CPA in OH
    • March 3, 2020

74. Client List and Cleint Address label

    By Naveen Mohan from New York, November 28, 2016
    • 1 reply
    • 1.4k views
    • 
    • Lynn EA USTCP in Louisiana
    • November 28, 2016

75. Client list with date

    By Wendy, January 1, 2018
    • 4 replies
    • 1.5k views
    • 
    • Catherine
    • January 1, 2018

76. Client looking for additional services.

    By mrichman333, April 11, 2013
    • 14 replies
    • 1.6k views
    • 
    • mrichman333
    • April 12, 2013

77. Client Mail slip

    By catax, January 24, 2008
    • 7 replies
    • 2.9k views
    • 
    • kcjenkins
    • January 25, 2008

78. client mail slip

    By phyllisw, January 27, 2013
    • 2 replies
    • 1.5k views
    • 
    • TaxMan60601
    • January 28, 2013

79. client mailing

    By susan500, February 7, 2008
    • 3 replies
    • 1.9k views
    • 
    • susan500
    • February 8, 2008

80. Client Mailing Slip - Landscape

    By MDCPA, February 26, 2022
    • 17 replies
    • 1.2k views
    • 
    • Lee B
    • March 3, 2022

81. Client mailing slip sheet

    By michaelmars, December 15, 2010
    • 2 replies
    • 1.9k views
    • 
    • michaelmars
    • December 17, 2010

82. client management software

    By schirallicpa, August 25, 2020
    • 5 replies
    • 1.4k views
    • 
    • Catherine
    • August 29, 2020

83. Client married - briefly

    By cpabsd, March 28, 2008
    • 10 replies
    • 1.9k views
    • 
    • zeke
    • March 28, 2008

84. client message center-cover sheet

    By KEYWEST_RICKS, January 22, 2013
    • 1 reply
    • 927 views
    • 
    • jklcpa
    • January 22, 2013

85. Client MFJ, wife out of country until late Oct.

    By Max W, May 16, 2021
    • 7 replies
    • 870 views
    • 
    • Max W
    • May 26, 2021

86. Client mistakingly filed MFS without other Spouses knowledge

    By Edward, March 24, 2012
    • 4 replies
    • 2.1k views
    • 
    • kcjenkins
    • March 25, 2012

87. Client moved Jan 1

    By joanmcq, February 28, 2019
    • 0 replies
    • 618 views
    • 
    • joanmcq
    • February 28, 2019

88. Client Moved to Australia in September, Need Help for US Taxes

    By ETax847, January 13, 2014
    • 4 replies
    • 819 views
    • 
    • MAMalody
    • January 13, 2014

89. Client moved, got big settlement

    By joanmcq, March 24, 2023
    • 2 replies
    • 610 views
    • 
    • BulldogTom
    • March 24, 2023

90. Client needs someone experienced in Canada

    By Abby Normal, December 6, 2018
    • 2 replies
    • 1k views
    • 
    • Abby Normal
    • December 10, 2018

91. Client on Medicaid

    By Christian, March 29, 2014
    • 2 replies
    • 1.2k views
    • 
    • kcjenkins
    • March 30, 2014

92. Client Owes, need help with ATX

    By Kimberly K, February 11, 2010
    • 1 reply
    • 848 views
    • 
    • Kimberly K
    • February 11, 2010

93. client paid med bills

    By Donny, February 8, 2008
    • 2 replies
    • 1.4k views
    • 
    • RoyDaleOne
    • February 8, 2008

94. Client panicking! Needs form 8109-B

    By David, January 15, 2009
    • 16 replies
    • 8.8k views
    • 
    • JohnH
    • January 16, 2009

95. Client passed, wife has Alzheimer's, son wants her to sign

    By Margaret CPA in OH, March 10, 2015
    • 18 replies
    • 2.3k views
    • 
    • Margaret CPA in OH
    • March 16, 2015

96. Client personality testing

    By rfassett, March 17, 2015
    • 8 replies
    • 2k views
    • 
    • kcjenkins
    • March 19, 2015

97. client phone call

    By JimTaxes, January 30, 2019
    • 14 replies
    • 1.8k views
    • 
    • Lion EA
    • January 31, 2019

98. client picks up stuff

    By WITAXLADY, February 6, 2014
    • 5 replies
    • 1.3k views
    • 
    • Elrod
    • February 6, 2014

99. Client purchase

    By Margaret CPA in OH, May 23, 2012
    • 11 replies
    • 4.6k views
    • 
    • Margaret CPA in OH
    • May 31, 2012

100. client qualified for PTC at BOY, but changed by EOY

     By schirallicpa, March 22, 2018
     • 12 replies
     • 1.7k views
     • 
     • BulldogTom
     • March 28, 2018