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- Review tax organizer each year for missing pages
Review tax organizer each year for missing pages
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garland
Level 3
03-26-2024
11:51 AM
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Getting questions about why page 9 of the tax organizer (2nd page of business expenses) is missing!
These are the “prior year worksheets”, with client data from 2022. Some clients forgot to include data, due to that missing page.
also, I sent out the 2023 “blank tax organizer” to new clients & a missing page there too - for name, address. Ugh…
ProConnect staff needs to review tax organizer & prior year worksheets each year for completeness. Before the season starts.
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