General Chat

23,989 topics in this forum

1. Client called and said....

   By ADGFINANCIAL, January 30, 2015
   • 4 replies
   • 1.3k views
   • 
   • FreedomTaxed
   • February 1, 2015

2. Client can't get PIN

   By Margaret CPA in OH, March 30, 2021
   • 10 replies
   • 1k views
   • 
   • Catherine
   • April 1, 2021

3. Client can't make inital payment promised on 9465

   By Kea, April 10, 2014
   • 7 replies
   • 1.5k views
   • 
   • Kea
   • April 11, 2014

4. Client chooses penalty instead of free insurance

   By Janitor Bob, February 20, 2018
   • 5 replies
   • 1.3k views
   • 
   • Janitor Bob
   • February 20, 2018

5. client closed business

   By Donny, February 7, 2008
   • 2 replies
   • 1.5k views
   • 
   • jainen
   • February 7, 2008

6. Client Copies

   By Ryanvv126, March 1, 2017
   • 18 replies
   • 3.9k views
   • 
   • Richcpaman
   • March 5, 2017

7. Client Copy - Watermark

   By Yardley CPA, March 9, 2014
   • 4 replies
   • 1.2k views
   • 
   • Catherine
   • March 9, 2014

8. Client copy of 8879 signed

   By Kea, April 7, 2014
   • 5 replies
   • 1.3k views
   • 
   • RitaB
   • April 7, 2014

9. Client copy of large tax returns 1 2

   By Terry D EA, March 12, 2016
   • 25 replies
   • 4.5k views
   • 
   • Catherine
   • March 14, 2016

10. Client Copy State *not* printing

    By HV Ken, February 11, 2010
    • 1 reply
    • 829 views
    • 
    • Margaret CPA in OH
    • February 11, 2010

11. Client Copy Watermark

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

12. client copy watermark inconsistencies

    By WoodstockTaxLady, February 1, 2010
    • 6 replies
    • 2.3k views
    • 
    • HV Ken
    • February 12, 2010

13. Client copy watermark not printing

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

14. CLIENT COVER SHEET

    By TAXMAN, January 21, 2009
    • 8 replies
    • 2.9k views
    • 
    • GeneInAlabama
    • January 25, 2009

15. Client Deceased in January 2024

    By Yardley CPA, April 9, 2024
    • 8 replies
    • 1.3k views
    • 
    • jklcpa
    • April 13, 2024

16. Client defaults on 401k loan

    By Janitor Bob, February 4, 2009
    • 4 replies
    • 1.3k views
    • 
    • Janitor Bob
    • February 4, 2009

17. Client Died Before I Finished Her 1040

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

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

    By orygun, February 25, 2016
    • 17 replies
    • 3.1k views
    • 
    • Catherine
    • February 28, 2016

19. Client Doesn't Have a First Name!

    By MsTabbyKats, January 25, 2014
    • 9 replies
    • 1.9k views
    • 
    • Pacun
    • January 28, 2014

20. Client doesn't know

    By TAG, July 13, 2017
    • 8 replies
    • 1.7k views
    • 
    • Max W
    • July 19, 2017

21. Client Donated Auto

    By Booger, March 13, 2009
    • 9 replies
    • 1.6k views
    • 
    • Lion EA
    • March 13, 2009

22. client drop box

    By schirallicpa, December 1, 2015
    • 17 replies
    • 3.2k views
    • 
    • Gail in Virginia
    • December 2, 2015

23. Client emergencies

    By ILLMAS, March 16, 2013
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • March 17, 2013

24. Client Farm

    By Christian, April 26, 2020
    • 23 replies
    • 2.4k views
    • 
    • BLACK BART
    • May 9, 2020

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

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

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

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

27. Client filing for deceased father

    By Janitor Bob, March 30, 2008
    • 9 replies
    • 3.3k views
    • 
    • Chrisbry
    • March 31, 2008

28. Client Folder 1 2

    By Guest Taxed, December 7, 2013
    • 28 replies
    • 4.6k views
    • 
    • michaelmars
    • December 13, 2013

29. Client Fraud

    By Christian, April 17, 2020
    • 16 replies
    • 2.3k views
    • 
    • Jack from Ohio
    • April 19, 2020

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

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

31. client gets divorced...

    By ajuroff, March 7, 2009
    • 7 replies
    • 1.7k views
    • 
    • Lion EA
    • March 8, 2009

32. Client got scammed.

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

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

    By Single Dad, January 17, 2008
    • 6 replies
    • 2.4k views
    • 
    • Linda Mathey
    • January 18, 2008

34. 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

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

    By David, February 18, 2017
    • 3 replies
    • 1.4k views
    • 
    • David
    • February 19, 2017

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

    By schirallicpa, March 31, 2015
    • 14 replies
    • 2.1k views
    • 
    • mrichman333
    • April 1, 2015

37. Client has friend who claims....

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

38. Client has severe allergies - mold

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

39. Client has stock holdings under an LLC.

    By Max W, June 15, 2022
    • 10 replies
    • 1.3k views
    • 
    • JackieCPA
    • June 16, 2022

40. Client has sub in Moroco

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

41. Client ID requirements 1 2

    By StevenL, February 12, 2014
    • 39 replies
    • 8.9k views
    • 
    • MAMalody
    • February 15, 2014

42. Client Identity Protection Methods

    By G2R, February 19, 2019
    • 5 replies
    • 1k views
    • 
    • Yardley CPA
    • February 19, 2019

43. Client in Japan

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

44. CLIENT IN TESTED ME TODAY!!

    By WITAXLADY, December 2, 2022
    • 9 replies
    • 1.2k views
    • 
    • joanmcq
    • December 8, 2022

45. Client Information Accuracy Statement.

    By Jack from Ohio, April 3, 2010
    • 4 replies
    • 3.3k views
    • 
    • michaelmars
    • April 4, 2010

46. CLIENT INSTRUCTIONS

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

47. Client interpretation of S-Corp - NT

    By jasdlm, March 16, 2018
    • 7 replies
    • 1.5k views
    • 
    • JohnH
    • March 16, 2018

48. Client is going to prison

    By Roberts, October 19, 2021
    • 12 replies
    • 1.3k views
    • 
    • Sara EA
    • October 21, 2021

49. Client Just Bought 2 Rental Properties

    By MsTabbyKats, April 6, 2015
    • 2 replies
    • 1k views
    • 
    • MsTabbyKats
    • April 6, 2015

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

    By Abby Normal, February 21, 2018
    • 1 reply
    • 1.1k views
    • 
    • Possi
    • February 21, 2018

51. Client Labels

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

52. Client Labels

    By mcb39, December 11, 2012
    • 13 replies
    • 7.8k views
    • 
    • mcb39
    • December 16, 2012

53. Client letter

    By Terry O, January 26, 2009
    • 7 replies
    • 1.7k views
    • 
    • Terry O
    • January 26, 2009

54. CLIENT LETTER

    By SUE A., January 24, 2010
    • 8 replies
    • 2.6k views
    • 
    • neilbrink
    • January 26, 2010

55. Client letter

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

56. Client Letter

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

57. Client Letter

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

58. Client Letter

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

59. Client letter - again

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

60. Client Letter - ATX easy fix?

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

61. Client Letter ( Again )

    By Dave T, February 2, 2013
    • 2 replies
    • 1.3k views
    • 
    • mcb39
    • February 2, 2013

62. Client letter (debit balance due)

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

63. Client Letter and Mailing Address

    By RitaB, February 14, 2015
    • 7 replies
    • 1.5k views
    • 
    • RitaB
    • February 16, 2015

64. client letter CA

    By grandmabee, April 5, 2010
    • 2 replies
    • 1.2k views
    • 
    • grandmabee
    • April 5, 2010

65. Client letter help

    By HV Ken, January 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • ljwalters
    • January 29, 2014

66. Client Letter Manager Bugs

    By ETax847, January 25, 2013
    • 13 replies
    • 2.4k views
    • 
    • Marie
    • January 28, 2013

67. Client letter not printing instructions

    By Art, March 8, 2009
    • 3 replies
    • 1.6k views
    • 
    • HV Ken
    • March 9, 2009

68. Client Letter only printe efile info

    By Slippery Pencil, April 2, 2013
    • 1 reply
    • 1.4k views
    • 
    • Catherine
    • April 2, 2013

69. Client Letter problem

    By HV Ken, January 23, 2008
    • 17 replies
    • 5.6k views
    • 
    • Byron
    • January 27, 2008

70. client letter problem

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

71. Client Letter State Estimated Electronic Payments

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

72. Client letter w/ Fee Collect

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

73. Client Letter-Amended Return in ATX

    By Patrick Michael, March 2, 2015
    • 6 replies
    • 1.8k views
    • 
    • kcjenkins
    • March 2, 2015

74. Client letter/instructions

    By jshtax, March 15, 2014
    • 10 replies
    • 3.4k views
    • 
    • Margaret CPA in OH
    • March 16, 2014

75. client letters

    By grandmabee, February 14, 2013
    • 7 replies
    • 2.3k views
    • 
    • joanmcq
    • February 15, 2013

76. CLIENT LETTERS

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

77. Client Letters

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

78. client letters

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

79. client letters

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

80. Client Letters

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

81. Client Letters

    By Terry O, February 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Terry O
    • February 24, 2008

82. Client Letters in ATX

    By ETax847, January 19, 2016
    • 3 replies
    • 1.5k views
    • 
    • Abby Normal
    • January 19, 2016

83. Client letters in ATX, esp. estimates

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

84. 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

85. Client list with date

    By Wendy, January 1, 2018
    • 4 replies
    • 1.6k views
    • 
    • Catherine
    • January 1, 2018

86. Client looking for additional services.

    By mrichman333, April 11, 2013
    • 14 replies
    • 1.7k views
    • 
    • mrichman333
    • April 12, 2013

87. Client Mail slip

    By catax, January 24, 2008
    • 7 replies
    • 3k views
    • 
    • kcjenkins
    • January 25, 2008

88. client mail slip

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

89. client mailing

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

90. Client Mailing Slip - Landscape

    By MDCPA, February 26, 2022
    • 17 replies
    • 1.4k views
    • 
    • Lee B
    • March 3, 2022

91. Client mailing slip sheet

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

92. client management software

    By schirallicpa, August 25, 2020
    • 5 replies
    • 1.5k views
    • 
    • Catherine
    • August 29, 2020

93. Client married - briefly

    By cpabsd, March 28, 2008
    • 10 replies
    • 2k views
    • 
    • zeke
    • March 28, 2008

94. client message center-cover sheet

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

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

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

96. Client mistakingly filed MFS without other Spouses knowledge

    By Edward, March 24, 2012
    • 4 replies
    • 2.2k views
    • 
    • kcjenkins
    • March 25, 2012

97. Client moved Jan 1

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

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

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

99. Client moved, got big settlement

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

100. Client needs someone experienced in Canada

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