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Jim-from-Ohio
Intuit Community Champion
March 15, 2024
Question

March 15. one month to go

  • March 15, 2024
  • 4 replies
  • 28 views

Software is working great. schedue is more than booked up through april 15, full slate of clients coming in today.. here is to a strong finish to tax season. I wish it would last all year that is how much I like it.

4 replies

GodFather
Intuit Community Champion
March 15, 2024

I agree...the software has been working well.  Please don't let this comment jinx anything.  

IRonMaN
Level 15
March 15, 2024

It's working well as long as you aren't doing a business return that dropped a partner or shareholder in 2022.

Slava Ukraini!
dkh
Level 15
March 15, 2024

@Jim-from-Ohio      Your enthusiasm is making my head hurt.   Like bright lights and loud noises when you have a hangover.

LOL.... just kidding. 

Glad you enjoy your work.  Few people can honestly say they like what they do.

 

Jim-from-Ohio
Intuit Community Champion
March 15, 2024

waiting for my 10:45 appt to arrive.. i allocated 30 minutes for my last appt and it ended early.. client brought out their return and their son's.. finished both in 16 minutes total. just got a voice mail. lady says.. umm. hi.. we received our state refund but it was one dollar short.. can you call me and let me know why they shorted us one dollar.. more effort for her to make that call and for me to call her back then worth it but i will call her back, (just not now though)

IRonMaN
Level 15
March 15, 2024

You can get another return done in the time it takes to make that phone call.  Just leave a dollar bill taped to your front door and tell her she can pick it up anytime.

Slava Ukraini!
dascpa
Level 11
March 15, 2024

One month to go and today finally hit 50% individuals completion and 52% business/trust completion. Jeopardy answer - no sir.  The question is - do I have the energy (and attitude) to handle the next 50% in one month.

Jim-from-Ohio
Intuit Community Champion
March 15, 2024

ok. .so for ohio.. no local tax if you live in a township and only certain school systems have a school tax.. this set I am referring to.. each had a w-2 and a brokerage statement.. fed and ohio. easy peasy. now if i lived in texas I would have to change my name to JimFromOhio and I could double my returns as no state tax there of course. 

Level 8
March 15, 2024

So what do you do with the 80 year old who today handed me a 1099B with no basis listed as it was a noncovered security?  She has no clue when she got it, how she got it, or how far back she has account statements.  And even if she has all the statements, guess who is going to be computing it?  Nor does she know what to ask if I tell her to call the company to get additional info regarding her account.

Don't you ever have anything like that?  That is my practice, day in and day out, several times a day.  I can never complete a tax return in 30 minutes.