qbteachmt
Level 15

No one has made this point, yet:

"I knew right away she will not get a refund o maybe a very small refund. I said, just by looking at it, I can tell you they did not withheld enough taxes."

Yes, they did. It was nearly exactly correct, in fact.

"She said, ok do it. To make the story short she got 5 dollars, and she refused to do it."

This is where you teach the taxpayer about withholding. The point of withholding is not to treat it as a savings account. The amounts paid in are prepayments of the taxes likely to be owed.

You want to end with almost no refund. Why would anyone want to give the government their money to hold all year, then have to file to ask for your own money to be returned to you?

You missed an opportunity.

What you didn't do here is explain why you wouldn't want this client, other than you seem to have mishandled the preparation interview. It's a learning process, to know how to introduce this to your taxpayer so they understand their payroll was great and you have proven that, and there are no complications, so you can be affordable to them.

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