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"Tax Exempt Organization Search tool As people are deciding where to make their donations, the IRS has a tool that may help. Tax Exempt Organization Search on IRS.gov is a tool that allows users to search for charities. TEOS provides information about an organization's federal tax status and filings." Definitely useful, last year I had a client make a $1,000 donation to a non profit which was not a charitable organization for purposes of taking a tax deduction.

If the payments cleared before the due date of the return, there will not be any Federal penalty or interest. Not sure about how your state operates. However, if the return is ever audited and an assessment is made, a FTF penalty would be added to the assessment.

I did this the second day it was available without any problems. I submitted my renewal for my EA and haven't heard anything yet. I called the offie of enrollment to check to see if they received it. Yep, they got it, just sitting there waiting for someone to process it. Kinda scary.

Apparently the bugs aren't fully worked out yet. I, too, had to update my password and wait for the 2FA code. The code didn't appear until I put in a filter with my AV software to allow emails from that IRS address. The emails weren't even appearing as spam, just blocked. Weird. I got that worked out and successfully logged in with a new password and the 2FA and renewed my PTIN. The weird thing is that several hours later after all of that, I finally got the very first 2FA code.

When I get email docs, I save them all to the client's current year folder, as they come in. And if the email contains any useful info, I print the email to a PDF in the same folder. Good naming conventions help keep this files organized (22 W2 X company, 22 1099R Z corp, etc.). You can merge them all into one PDF and rearrange the pages, or work with them as separate PDFs. All PDF viewing software has some ability to type on the PDF. I usually put a dot with pen tool by clicking or type some text or paste in an adding machine tape, like we used to do with actual tape and actual adding machine tapes. Electronic is far superior. I also draw arrows or ovals or rectangles around important data to make it easier to see for when I'm reviewing a return. I was always holding paper docs up in one hand to read them, now I just have them on another monitor, and zoom in as needed to read smaller text. Used to use a magnifying glass. And if a document is searchable, I can copy/paste EINs, SSNs, or amounts from the docs into the software. I prefer to copy/paste ID#s and addresses so there aren't any typos. And I just convert photos of docs to a PDF, after cropping, resizing and enhancing if needed. This work replaces going through paper records, removing staples, rearranging, etc. Clients who do better jobs of organizing and properly scanning their records, are rewarded with lower fees.

Personally, even though I know I am old-fashioned, I still like paper. From the same standpoint, I won't read an E-book. I want the paper in my hands and I read a LOT. I don't mind a pile of junk. It gets annoying at times, but I would rather have too much info than not enough. I just had a young man walk in the door with an amended K-1 for 2020 and his paperwork for 2021. Wowza!!! I never met him before because his mother always brought his info in. Apparently he decided to become an adult. BUT, they have their Partnerships prepared by another accountant and he just finished with the K1s for 2021. Will be interesting to see where this one ends up.

I can relate to this so much! The pictures of documents are the absolute worst. It's awesome to keep people out of here for stupid things (hey, when can I bring my stuff in? ), but I am happy as a clam that most of my clients hand me a stack. Even unopened mail. Just wrapped up one who moved to another state, mailed her docs to me, along with some things I didn't need (I can live with that), emailed me probably 14 times, and was very slow about responding to my questions. This all started on Saturday, September 10. I hope she fires me. Very nice lady, and I hope to never hear from her again.

Info re the last day for efiling is included in the newsfeed, but if I remember correctly it is 11/22/2022.

Does your client often hear these voices? More to the point, do those voices recommend anything dangerous to you?

Oh my, that log-in system is really be messed up. I just got another email at 8 a.m. this morning with the same 6-digit 2FA code again from the initial log-in from yesterday at 1:30 p.m that said it was valid for the next 10 minutes. This is the third time it was send, and now a day later!