JohnH Posted January 3, 2009 Report Share Posted January 3, 2009 I assume that the advice to roll over clients from 2007 to 2008 only when needed (just prior to beginning work on them) is still valid. I learned that bit of information from the ATX Forum a couple of years back and have followed it each year. Am I correct in thinking that it's still a best practice? Quote Link to comment Share on other sites More sharing options...
Bill N Debbie Posted January 3, 2009 Report Share Posted January 3, 2009 Hi John, Yeah, I consider it a best practice and intend to only roll over when we get the client back... Bill Quote Link to comment Share on other sites More sharing options...
JRS Posted January 3, 2009 Report Share Posted January 3, 2009 I only roll over last year's when the client shows up for their appointment. I look over the previous year to prepare, but I have learned from hindsight when I used PRS, don't push the button until I see the "whites" of their eyes. I have the feeling that this will happen again this year. More do it yourself'ers. Quote Link to comment Share on other sites More sharing options...
Gail in Virginia Posted January 3, 2009 Report Share Posted January 3, 2009 I sometimes roll over when they make their appointment if I am trying to look it over before they come in or work on things like depreciation before they actually arrive in the office. I can always delete it if they don't show, and even re-rollover if needed. But usually I roll it over when they are walking down the hall to my office. Quote Link to comment Share on other sites More sharing options...
ed_accountant Posted January 3, 2009 Report Share Posted January 3, 2009 I also roll over one client at a time. It seems to be easier to view the open / unfinished returns... Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted January 3, 2009 Report Share Posted January 3, 2009 The main reason you don't want to roll over too early is because a lot of forms are updated as we go along. taxbilly Quote Link to comment Share on other sites More sharing options...
bstaxes Posted January 3, 2009 Report Share Posted January 3, 2009 I rollover when I see the client. Hopefully all the forms are updated at that point in time especially state. I always leave a test or dummy on last years to rollover this way I can see if there is any problems and I can play and test the program and return. Quote Link to comment Share on other sites More sharing options...
mcb39 Posted January 4, 2009 Report Share Posted January 4, 2009 I rollover when I see the client. Hopefully all the forms are updated at that point in time especially state. I always leave a test or dummy on last years to rollover this way I can see if there is any problems and I can play and test the program and return. I also use the Test return for the E-file test. Yes, one at a time here too; the day that they are coming in. Quote Link to comment Share on other sites More sharing options...
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