TAG Posted July 13, 2017 Report Share Posted July 13, 2017 I have a very disorganized, mentally slow, and lazy client who doesn't know how much he paid in for his 2016 Federal estimate tax payments. What's the easiest way to get this info from the IRS? Quote Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted July 13, 2017 Report Share Posted July 13, 2017 File a POA and download an account transcript if it were me I would also download the wage and income transcript . 6 Quote Link to comment Share on other sites More sharing options...
TAG Posted July 13, 2017 Author Report Share Posted July 13, 2017 Thank you Lynn. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted July 13, 2017 Report Share Posted July 13, 2017 why make it your problem? tell him to check his bank statements 4 Quote Link to comment Share on other sites More sharing options...
Lee B Posted July 13, 2017 Report Share Posted July 13, 2017 1 hour ago, michaelmars said: "why make it your problem? tell him to check his bank statements" I agree wholeheartedly ! How are you ever going to know whether you have all of this client's information ? You can't do everything for him or her ! 2 Quote Link to comment Share on other sites More sharing options...
Catherine Posted July 14, 2017 Report Share Posted July 14, 2017 Well, yes - except you can *charge* for the time to get the transcript, and then you know what else the bozo is missing. It can be a good way to decide whether to keep a client, how much to up-charge him (keeper or not), and on top of that head off next year's CP2000 letter at the pass. 3 Quote Link to comment Share on other sites More sharing options...
SaraEA Posted July 14, 2017 Report Share Posted July 14, 2017 I have an elderly client who on April 15 couldn't remember if he paid his one estimate or not. (If they have the cash, I often set up older clients with just one ES so they can pay when they pick up their return and be done with it for the year.) His son did a cursory review of the bank statements and didn't spot anything, so I didn't enter the payment, although I was pretty sure he had paid. About three weeks later the son told me his dad got a check for the full amount. When in doubt, especially if there isn't time to get a transcript, don't enter a questionable payment. Better for the client to get a surprise refund than a surprise bill! 4 Quote Link to comment Share on other sites More sharing options...
Roberts Posted July 14, 2017 Report Share Posted July 14, 2017 20 hours ago, Catherine said: Well, yes - except you can *charge* for the time to get the transcript, Yep, most of us are in the business of billing for our time. I have no problem with doing these things for clients, don't understand why others do. My co-worker is a chronic complainer about EVERYTHING. I don't give him any of the attention he desires like my co-worker ("Oh, I'm so sorry you had to go through all of that, I was so worried all weekend about you"). He doesn't get this that a client asking you for help, IS OUR JOB. 4 Quote Link to comment Share on other sites More sharing options...
Max W Posted July 19, 2017 Report Share Posted July 19, 2017 One thing that the IRS always seems to get right is to credit the return the correct amount of ES payments, whether posted on the return or not. 1 Quote Link to comment Share on other sites More sharing options...
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