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Help Get Your Clients Ready to File Their Returns
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Help Get Your Clients Ready to File Their Returns
17 Jan 2013 5:00 PM
|
Anonymous
Have your clients gather their tax records and information such as
current banking information, change of address, income statements and any supporting documentation
in advance and have everything that you will need when delivering their files to your office.
Especially make sure you have their
birth date(s), current banking information, if they are using Direct Deposit, and any address changes
before they leave your office.
Please make sure the client is aware of the
two refund options
and have them make the
selection that works best for them
.
Make sure your clients are aware that they
can e-file and warehouse their payment
for any date in the future right up to, and on, the due date.
©2019, Virginia Society of Tax & Accounting Professionals, f
ormerly The Accountants Society of Virginia,
is a 501(c)6 non-profit organization.
8100 Three Chopt Rd. Ste 226 | Richmond, VA 23229 | Phone: (800) 927-2731 |
asv@virginia-accountants.org
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