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It seems a good percentage of people didn't watch the news or forgot when their preparer told them "your tax situation from 2017 to 2018 will be different and you are slowing getting your refund in your payroll etc...") Now as for technology, as we get older we will continue to keep the clients that are not computer savvy, but I can picture the young whipper snappers doing their own returns using their smartphones.

Pacun, the amount previously received is on the 1040X, Line 18, as required. So the amount shown on 8879 is for the previous overpayment as well as the additional amount. schirallicpa, your question is exactly mine. One would think that to be the case whether or not the original was e-filed from ATX as the one I have was not. I suppose I could override the amount on the 8879 just to show the client and reflect the figure on 1040X, but I am afraid to try to select 1040 to e-file as the software may choose that. Wish this was really ready!

Clients disappointed with tax refunds, expect more from accountants By Michael Cohn August 21, 2020, "Over half of tax clients (53 percent) aren’t positive that their accountant fully minimizes their tax payment, and 46 percent were disappointed by the size of their tax refund last year, according to a new survey. The survey, by practice management software provider Canopy, nevertheless found that 85 percent of those surveyed would recommend their accountant. The top reasons cited by the individual and business taxpayers polled for what they value most about the relationship they have with their tax accountant are in-person communications, the ability to send and receive documents online, and guidance and knowledge about taxes. The top three things they said they would change about working with their accountant are more in-person meetings, more timely response, and better technology to streamline interactions. Taxpayers are increasingly relying on technology for doing their taxes and communicating with their tax preparers, especially during the novel coronavirus pandemic. While offering the ability to exchange documents online with their accountants is extremely important for taxpayers, only 2 percent of the respondents said that their accountant offers an online portal. Currently, the most common ways clients exchange documents with their accountant are during in-person meetings, through hard printouts and via email. “The accounting industry is rapidly changing, but above all, client expectations are centered around technology-enabled support and services as millennials and generation Z start engaging accounting and tax services,” said Canopy chief product officer Larry Furr in a statement Thursday. “While in-person meetings remain indispensable for most clients, we are in a position where this isn’t very likely and being able to access their accountant and documents online is clearly a critical prerequisite right now.” Seventy-eight percent of the taxpayers surveyed said the technology their accountant uses to make tax preparation easy is important. The top technologies they cited for improving the way they work with their accountants were an online way to send and receive documents, text chat for questions and answers, and the ability to set and change appointments online. Business owners are twice as likely as individual taxpayers to say they like being able to send and receive documents online, according to the survey, while women are nearly twice as likely as men to want online chat as a feature. Many tax clients are unaware of the post-filing services offered by their accountants. One out of three clients didn’t know if their tax accountant provides audit protection services. Business owners are two times less likely than non-business owners to know if their accountant provides audit protection services. Thirty-seven percent of the tax clients polled said they don’t know if their tax accountant provides legal tax service."

P.S. She finally made contact with the correct area of the Service and wallah! they provided her instructions needed to set up a new account. Chalk up another victory to the friendly forum members on here. I finally resolved the clergy issue as well.

Just this past Friday I tried using the SOR from the IRS and it was quick receiving the information. Here is what I did, I faxed in my POA after calling in to the tax practitioners hotline and within minutes my clients transcripts were transferred into my account. Also, this very important, you need to use internet explorer when logging into your account, learned this from another member here after having no luck logging in.

Yes. The Wage & Income transcripts are available for 10 years; tax return transcripts for 3; Account Transcripts technically have no limit, but for my 2848 POA's I put a 20 year range - 2004-2023. If you have to get client transcripts, you should also get a CAF (Central Authorization File) number. Fill out form 8821, or if you are an EA, or CPA, form 2848 with your information and the clients info. The CAF unit will assign you a number That way you will be able to get transcripts on line, or over the phone the same day.