Am I Supposed to Memorize Your Return

Forum|Forum|2 years ago
February 22, 2024
3 replies
13 views

Clients walk in unannounced all the time. Okay, I'll live with it if I have time to do a quick meet.

What was that $699 on my return? I'm sorry, do you think I memorize every line of everyone's tax returns? And I completed your return two weeks ago. Then they get huffy that I don't. Grrrr.

ProSeries Professional

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IRonMaN

Level 15

They say that your memory is the first thing to go. I kinda forgot what the second and third things are.

Slava Ukraini!

F

Frustrated-in-IL

Level 8

At least you remembered it was one of your clients!

J

Judy A

Level 4

Glad you didn't say...Oh are you ready to file your tax return????

Jim-from-Ohio

Intuit Community Champion

When I greet someone in the lobby, (with folder in right hand of course to avoid hand shaking) i sometimes honestly don't know if I did their return the prior year or not.. i usually know but with so may clients sometimes I forget some of them