Yardley CPA Posted March 22, 2015 Report Share Posted March 22, 2015 Does anyone here prepare taxes on something other than a desktop or laptop? Quote Link to comment Share on other sites More sharing options...
rfassett Posted March 22, 2015 Report Share Posted March 22, 2015 Not me, but a preparer, a retired bank officer, who worked out of his house which is a couple doors down from my office passed away in January and some of his clients have been finding their way to my office, was still doing returns with a pencil. Not sure that was the kind of answer you are looking for. But it worked for him. And the couple of his returns I have done this year, I have not discovered any issues with the 2013 return. I actually do monthly and quarterly and annual work for this guy's grandson. The preparer referred the grandson to me several years ago when the grandson's return became more involved than the preparer was comfortable with. 5 Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted March 22, 2015 Author Report Share Posted March 22, 2015 rfassett...while my question was more geared toward iPads or Tablets, I also considered there may be some folks who still use the pencil. Thanks for sharing that. Quote Link to comment Share on other sites More sharing options...
SFA Posted March 22, 2015 Report Share Posted March 22, 2015 Sometimes I use a Ouija Board. 12 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted March 22, 2015 Report Share Posted March 22, 2015 People that use I-pads or Tablets as computers inflict painful problems on themselves. Anyone attempting tax software on an I-pad or tablet is bound for many issues. Tablets manufactured by ANYONE are NOT COMPUTERS! Smartphones are NOT COMPUTERS. 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 22, 2015 Report Share Posted March 22, 2015 I don't even have a file cabinet room, but I also meet myself coming and going! 3 Quote Link to comment Share on other sites More sharing options...
mcb39 Posted March 22, 2015 Report Share Posted March 22, 2015 rfassett...while my question was more geared toward iPads or Tablets, I also considered there may be some folks who still use the pencil. Thanks for sharing that. I also know a preparer who still does them with pencil and paper. She calls me at least once a year with a question on something or other. This year it was the ACA. She is quite elderly and is doing a fantastic job as far as I can tell. She wants to keep her foot in the door because she, herself, has some rental properties. 1 Quote Link to comment Share on other sites More sharing options...
MsTabbyKats Posted March 22, 2015 Report Share Posted March 22, 2015 When I got an ipad I asked TaxAct if I could use the software on it. "No"! Not that I would to prepare a tax return...but I thought for travel purposes...if someone asked me a question...I'd have the return with me. Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 22, 2015 Report Share Posted March 22, 2015 I also know a preparer who still does them with pencil and paper. She calls me at least once a year with a question on something or other. This year it was the ACA. She is quite elderly and is doing a fantastic job as far as I can tell. She wants to keep her foot in the door because she, herself, has some rental properties. All my elderly clients provide me with detailed lists of medical and charitable payments, neatly listed and totaled by hand without calculators. There is never a mistake. 2 Quote Link to comment Share on other sites More sharing options...
mcb39 Posted March 22, 2015 Report Share Posted March 22, 2015 New client this year; retired pastor and 94 years old. You would not believe how organized the paperwork was. His wife is in her 80s. His biggest worry was that I would not remember about the housing deduction for the retired pastor from his ministerial retirement plan. Lots of investments; lots of interest and dividends. What a joy to work with. In the end they don't owe a penny. Wow! Hope he sticks around for a few more. 4 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted March 23, 2015 Report Share Posted March 23, 2015 I have a couple (well she died last year) who brought me typewritten sheets with their data on them. I did have to insist on the original 1099s, especially after he missed the 9k in savings bond interest one year. 1 Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 23, 2015 Report Share Posted March 23, 2015 I had an older couple as clients for years. First time they came to me (in response to an IRS letter; as I recall, the IRS turned out to be wrong...) he had calculated their estimated tax payments (by hand) to within $16 of their actual final tax bill. They are both gone now but I remember them fondly. 2 Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 23, 2015 Report Share Posted March 23, 2015 I will be getting a Surface Pro 3 next month and I will be running everything on it. I would consider that a tablet. Quote Link to comment Share on other sites More sharing options...
Eric Posted March 23, 2015 Report Share Posted March 23, 2015 You're probably not going to find any professional tax software that runs on a tablet, outside of tablets that run a real version of Windows. Personally, I can't imagine trying to be productive on any machine that doesn't have a good keyboard. Shallow key-travel drives me nuts, so even a lot of laptops I find pretty horrible to use for long periods. Tablets are definitely geared more toward consumption of information/media. I will be getting a Surface Pro 3 next month and I will be running everything on it. I would consider that a tablet. Yeah, but it really blurs the line quite a bit. That's probably the most computer-like tablet you can buy. 6 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted March 24, 2015 Report Share Posted March 24, 2015 You're probably not going to find any professional tax software that runs on a tablet, outside of tablets that run a real version of Windows. Personally, I can't imagine trying to be productive on any machine that doesn't have a good keyboard. Shallow key-travel drives me nuts, so even a lot of laptops I find pretty horrible to use for long periods. Tablets are definitely geared more toward consumption of information/media. Yeah, but it really blurs the line quite a bit. That's probably the most computer-like tablet you can buy. Actually, the Surface Pro 3 is more a tablet-like computer. Quote Link to comment Share on other sites More sharing options...
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