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Question Mark and the Deductions IRS and the Raiders Sly and the Family Dependents The Ventures The Temptations The Moody Blues Sorry, last 3 already taken.

I guess DNR is better than DOA.

Time for my tax season gripe. It starts with the issuers of information returns (W-2s, 1099s, 1098s etc) send this message to taxpayers: "We have wonderful news!!!! You can now access your information ONLINE!!!" I think the only "wonderful news" is for the issuers. They no longer have to send things in the mail, pay postage, or even print anything. So when we ask for these things from our clients. "OK, I've got the information right here on my phone! Let me show it to you. {scroll, scroll, scroll, . . . scroll} for a W-2, then again {scroll, scroll, ad infinitum} for a 1099. "Can you print these out for me?" "Oh no sir, I don't have a printer that works anymore" For what it's worth, I insist on hard copies for any document that has tax withheld. so we are protected if ever questioned. Thanks for reading this rant...

I prefer getting documents as files instead of on paper. It saves me from having to scan them. Of course it needs to be a good, clear, readable file. And anything viewable on a phone can be downloaded and either emailed or texted. No need for a screenshot.

What's worse is when it goes to an older person that literally has never opened a PDF, let alone print one......from their phone.

Isn't this the absolute truth? So many with the info on their phone and no printer. Then they want to send a screenshot, which we can't read. So tired of saying "Where is your this, this and this?" What a waste of time and energy. This year I am telling my assistant to add a surcharge. Either they will learn a lesson or pay the price.

My doctor is in a band called DNR. My hubby the retired teacher has a colleague in a band called Old School.

I don’t know what is worse, receiving a picture of someone tax documents taken a mile away that it’s impossible to read. I usually respond by asking if they can read the info and without me asking they send better pictures.

I give them my Google Voice number so texts come right to my computer. I can type texts to them from my computer. Bonus: No clients have my actual cell number.

Darth Vader and the Young Jedis. Darth has asked the Emperor for a leave of absence. He's going to get the band back together. Join me Luke, together we can tour the galaxy.

It's that time of year. What can I say. I get a little slap happy.

The Beatles The Rolling Stones The Eagles Oh, sorry.

The Debit Brothers The Audit Family Print-N JAM HHH and the Exemptions

"I've Got Nexus" (The kids will never get it. ) "Unbalanced Entry" (for us old people) I really liked Patrick Michael's "LIFO of the Party"

Cooking The Books

The Lost The Lonely The Loophole

Stolen from another forum. Here are some band names comprised of tax professionals. Feel free to add our own. The Rite-Offs Double Entry Goodwill 'n Boot Qualifying Children LIFO of the Party Due Diligence

Also bad: Clients think they can take a picture with their cell phone. Always blurry, crooked, dark, and impossible to read. Forbid they should attach a .pdf file.

True, but how many of them understand that or have a clue as to how to do it?

Exactly, when has anyone been offered a reduced fee for electing to go "paperless"?

I don't have any binding. I just use a folder and put the copies and worksheets inside the folder. Not binded.

The was a very good band near me that I saw awhile ago called Expensive Hobby. My first thought was that hurts the argument with the IRS that it isn't a hobby.

You can delete all voice messages and text messages after downloading or listening. Besides, your cellphone stores all messages and voicemails, too.

I will have to try that. I have been using Google Voice for my office phone for over 3 months now and it works fairly well.

ATX is telling me that the IRS does not allow a return with form 8911 to be e-filed. They told me that it is not an ATX issue but an IRS issue. Seems crazy to have to paper file the return for a $213 credit. I am considering e-filing without the credit and then amending for the credit. They owe anyway, so not like they would have to wait for a refund. I would have them pay the net including the credit anyone else run into this? This is the Alternative Fuel Vehicle Refueling property credit (credit for installing a charger for EV) I have already spent countless hours figuring out if their census tract qualifies. the websites to find this are quirky. took me a while to get it to work. I have filed this in past years before there was the requirement for the census tract qualification. it f-filed just fine back then.

Why would you want to have it texted? Just more work for us. As far as I am concerned email me a pdf or give me a paper copy.

I will chime in with those who send photos from an iPhone which I cannot open. Folks are getting somewhat better though with scanning from their phones and uploading to my Verifyle portal. So far I have not have anyone show me something on their phone but I also have very, very few in person clients.

Sometimes I have been able to get them to forward it to my email so I can print it off rather than wait for them to figure out a way to print it. I hate having to go back to one I have started.

Olivia-Newton-John-wayne-Newton Just trying to fit in Here...

I'm not sure about the Form 5227 but I thought a Grantor Trust didn't file a tax return. All items reported as the grantor's individual return with his/her ssn.

I think that's probably the issue with most technology. It benefits the big company more than individuals. It's more work on individuals. It just passes the workload on everyone else.

Restart?

It's even worse when you tell them to print it to a PDF and attach it to an email. They are dazed and say "Huh?"