Leaderboard

An old friend brought his practice to ours a season before he retired. The preparer copies of returns were exactly like this, with other returns, P&Ls, etc printed on the backside. We finally realized that like many old timers, he didn't want to waste paper so printed his copy on the back of other returns that had a change after printing or statements he no longer needed. Chances are your clients were given his preparer copy with their file after he died. Do what the others suggest--copy the appropriate side and shred the whole thing. It is beyond your responsibility or ability to track down all of his former clients.

Contact your E&O insurance carrier for legal advice, OPR for advice, etc.

You set them up on your QBDT, right? And, they now want to run their own payroll on QBO. Unless you can transfer from your QBDT to their QBO in less than a few minutes (I might consider up to 30 minutes FOR AN ONGOING CLIENT) charge them for it. At the very least, I would charge a new client and MAYBE offer them a discount on their 2020 tax preparation in 2021. Or, do what large companies do and give them free setup, but NOT NOW, deducted from their 3rd invoice or 12th invoice or something like that. You could be spending your time on another new client who's not so needy. Or preparing tax returns for me through 15 October, and I'll pay!

New form should be fine, I used the new form for the 2nd quarter and all you do is leave part 3 blank. MAS