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Level 1
April 2, 2024
New

Complexity rating of a tax Return

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  • April 2, 2024
  • 4 replies
  • 6 views

It would be nice to have a section where we can rate the tax return based upon the complexity of the return so that the preparers on my team will have an idea of how easy or difficult a return may be before starting it.

4 replies

IRonMaN
Level 15
April 2, 2024

I have to admit, that is the most unique suggestion I have seen here over the years.

Slava Ukraini!
Accountant-Man
Level 13
April 2, 2024

Perhaps a more experienced preparer in your firm could assess and assign them.

(What I like to call "ass & ass.")

** I'm still a champion... of the world! Even without The Lounge.
BobKamman
Level 15
April 2, 2024

There are no difficult tax returns. 

Some have more easy steps than others.  

PATAX
Level 12
April 2, 2024

I'll go along with that if we can also have a PITA client rating.