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Too bad the IRS doesn't fall for cuteness because this little guy is adorable. Looks like he's extending an olive branch asking for first time penalty forgiveness.

You can also transfer your QB Online edition into the Desktop version, and then run it thru the condense process noted above. Much detail is lost in this translation. So far, it is the only reason to like the QB Online edition. Rich

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/

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,

I'm with you. If I have a refund, I made a major planning mistake during the year

It's idiotic. To efile you either need a new PIN (which is worthless) or you must give last years AGI and PIN. Why not require last years AGI? Any tax software could roll that forward (even Turbo Tax) and if you have last years return you have it to enter manually. If they wanted to get rid of the fake return fraud, it would be exceptionally easy but they choose not to for a reason.

Even if do our due diligence on EITC, we are not 100% sure if the client is telling the truth.

Until America is cured of the addiction of the IRS savings account and demanding very fast refunds, the scammers will always have the upper hand. To stop the scammers, force everyone to wait for refunds till June or July, giving the IRS time to data match. Of course, all the financially irresponsible Americans (probably 80%+) will scream loud and long about discrimination and a new "war on the poor."