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It's kind of a touchy situation. If someone is truly abused, I wouldn't want to give the impression that I don't believe them. On the other hand, they may just be claiming it to save money. Use your gut instinct, but I think I would have the TP write out and sign a description to keep in file and explaining to them that you need this for both of your protection.

The first draft of the 2022 Max and other programs are ready for download. I was successful with one yesterday, although I have not had time to open it yet. The devil is getting that password figured out. It went smoother than last year though.

Wow. I went out and read the whole article. Wow....just wow! Tom Longview, TX

This is what Abby was referring to: However, it can be done but will take some effort and may not be worth the time involved, because Kofax interprets those fields as a text field, those fields need to be deleted including the boxes themselves (otherwise you have a check box within a box). Then the check boxes or radio buttons will need to be inserted for each line and formatted for appearance. There may be other ways, but again may not be worth the time involved when you can mouse over the existing box and place an x.

There is a black hole that sucks a return down every year or so. I would efile ASAP and pay any penalty - was an extension filed? Blame technology.

Thank you all for your thoughtful advice and taking the time in your busy lives to share your opinion. I appreciate it!

I feel that loyalty to longtime clients is more important than raising their fees. Turning them loose in a world where everyone is raising fees is just wrong. I have found, because many of my clients have been with me for 20 plus years; they understand when I give them a slight raise, but I also give them special consideration. Every year, I lose a few or more through death or no longer having to file. Every year I also gain new clients; almost always through referral; occasionally through the IRS website. These are the clients who get the raise because I am still less costly than the par. I already have new clients calling because their old preparers are cutting back or retiring. Since I am training a replacement, it doesn't worry me to take on new business. Absolutely, if circumstances change; they buy another rental or two; they open another LLC; whatever the reason; they are reasonable enough to know that they will have to pay more. If they are a huge annoyance to me, they get fired; and that has happened a time or two. Two years ago I had one come back after 9 years and ask kindly if she could come back and she has been a model client ever since. Just had a client come through the door. Have to run.

I would efile as soon as possible and pay from my pocket any penalty. It happened to me once and by paying the penalty from my pocket, I never forget to efile anymore. After that event, every April fools day, I click on each return on return manager to see if efile was accepted. If I don't see the efile transmission, I check my paperwork. I also make a note on return manager if client picked up her/his papers and didn't file with us. I also make a note such as "2021 by mail" if forms were sent by mail. As you know, checking 1000 returns on return manager might take you an hour but it is a good investment. I think I use the field named "client #" to make my notes. Since this field is rolled over each year, I make sure I use the year that was paper filed so that I don't get confused in subsequent years. "Paper filed" will not cut it for me.

"Major tax filing services such as H&R Block, TaxAct, and TaxSlayer have been quietly transmitting sensitive financial information to Facebook when Americans file their taxes online, The Markup has learned. The data, sent through widely used code called the Meta Pixel, includes not only information like names and email addresses but often even more detailed information, including data on users’ income, filing status, refund amounts, and dependents’ college scholarship amounts. The information sent to Facebook can be used by the company to power its advertising algorithms and is gathered regardless of whether the person using the tax filing service has an account on Facebook or other platforms operated by its owner, Meta. " Surprise, Surprise! Another reason to never use Facebook!