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Client hasn’t given me anything but how much money he’s made in the amount of money he spent. I need to complete his balance sheet which she doesn’t have what am I to do

tiecoriamyles
Level 1

I have a client that doesn’t have anything but how much money he made for the year and his expenses how do I complete his balance sheet

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abctax55
Level 15

IMHO, you don't.  

Decline the engagement if the client can't provide the necessary information.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

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3 Comments 3
abctax55
Level 15

IMHO, you don't.  

Decline the engagement if the client can't provide the necessary information.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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George4Tacks
Level 15

Ask for a huge retainer and maybe the client will fire you? 

P.S. I don't think Intuit Link requires as balance sheet. 


Here's wishing you many Happy Returns
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IRonMaN
Level 15

"how do I complete his balance sheet"

I would start by contacting David Copperfield ----------- I think magic is your only answer based on the facts provided.


Slava Ukraini!