Leaderboard

Fighting mad over the interest and penalty......

Limit QB copy for IRS audit My client is being audited by IRS- The agent wants an electronic version of the books - basically a copy of the QB file. Is it possible to limit the backup to only include the transactions relevant to the year being audited? We are trying to avoid a "fishing expedition" but also want to get this audit over with asap. Any suggestions? Asked byDEjan728 QuickBooks Accountant 2012 3 years ago Options RECOMMENDED ANSWER 1 person found this helpful Using your accountant's version, you can create a "period copy" including only the year being audited. File > Utilities > Condense Data. Remove transactions before and after the year needed. Was this answer helpful? Yes No Memere AllStar 3 years ago 1 comment Thank you!! DEjan728 3 years ago View more ANSWER Read in Help on "Period Copy." Also, look here: http://longforsuccess.com/2011/09/10/quickbooks-accountant-2012-create-a-period-copy/

Except QB online is HORRIBLE!

Our termination letter goes something like below, and is modified based on the individual circumstances. We also send this message to the last known email address. The letter below was recently sent to a client who wanted us to file prior year returns. Dear XXXXXX, This letter is to inform you, that we are releasing you as a client. Although we have been on standby to complete your delinquent tax returns, we have had insufficient communication from you, to enable our office to proceed with completion of your work. Therefore, I have reconsidered the ability of our office to service your needs. For this reason, your client file has been closed. Since your tax issues require a closer working relationship than we have been able to establish, please contact us regarding return of any tax documents remaining in our files. At this point, because you have not returned any of our recent phone calls, we are uncertain that the above mailing address is current. For this reason, we are reluctant to mail your documents that you provided to us. It is not our responsibility to store your materials, so unless we hear from you, at some point we will dispose of them. Please know that we wish you well. Sincerely,

The absolute worst days to call are after a 3-day weekend.

"Speak No Evil" testified and received immunity.

You might want to read this article in the Journal of accountancy: http://www.journalofaccountancy.com/issues/2012/jan/20114540.html. I found it by googling IRS and Quickbooks. While I would prefer not to just hand over the quickbooks, i am not sure there is realistically any choice.