2018 Tax Organizers

[ETax847]

2 Questions Regarding 2018 Tax Organizers:

1) Are you plan on adding any customized questions (i.e. for crypto transactions or QCD's)

2) When are you planning on sending your clients their 2018 Tax Organizer?

Thanks!

[Randall]

Not sure about customized questions, but I usually send them out by the first week or 10 days of January.

 

[Lynn EA USTCP in Louisiana]

I have already added the questions regarding cryptocurrency to the tax organizer.  I generally try to send them out after Christmas.  Due to the postal rate increase scheduled for 1/27/19 I plan to mail them prior to that date.

 

[Catherine]

On 11/8/2018 at 2:52 PM, Lynn EA USTCP in Louisiana said:

the postal rate increase scheduled for 1/27/19

We may try sending them through our file portal this year, for everyone except the few old-timers who don't have email.

[Abby Normal]

I always highly customize the questions and get rid of the ones that are way too obscure. Always tweaking my wording when I see too many clients misinterpreting the question.

I don't like to send them until after the new year. I like to let people enjoy their holidays without having to think about taxes.

[Catherine]

On 11/10/2018 at 2:29 PM, Abby Normal said:

I like to let people enjoy their holidays without having to think about taxes.

Yes, but when we mail them we get them ready before Christmas.  Take the pile to the post office on Jan 2nd and we're done with 'em before people start fussing about their payroll w-2s.

[Roberts]

1 hour ago, Catherine said:

Yes, but when we mail them we get them ready before Christmas.  Take the pile to the post office on Jan 2nd and we're done with 'em before people start fussing about their payroll w-2s.

Next week I'll buy a mailing list and I'll print off every label I'll need.

First week of December I'll work two evenings and get all my mailings together and ready to mail. I'll have 4 boxes labeled with a date to mail each set.

First batch goes out Dec 31st since I'm here all day anyway!

 

the week between Xmas and New Years I clean the office from top to bottom and get all my labels and supplies ready for tax season. Estimated tax payment labels and so forth are all ready to go when clients need them. That week I also buy all my supplies (paper and envelopes) for tax season.

[ETax847]

Thanks guys! Now if we could just get the new software in our hands :)