Intuit Community Champion

Question

Refundo link updated - See how many returns it shows you prepared compared to competitors

Forum|Forum|2 years ago
May 22, 2024
4 replies
41 views

Tax year 2023.. Numbers may change as extended returns come in but here is current status:

I expect to leapfrog into # 2 slot, only behind a local firm with a number of preparers and support staff.

https://dashboard.refundo.com/2024/ext/?fbclid=IwAR1wqzXZGNt5rSVjYqjSaqEfhdKjRFBurMoK2trFCskcGsfzWbgmF09tD8w#/demographic/44256

For a one person shop I score really well.. you can edit the city and zip and see how you stack up, if this is the sort of thing that interests you.. I find it interesting:

ProSeries Professional

Just-Lisa-Now-

Intuit Community Champion

I rank 9 in my zipcode, that's up from 13 last year!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

PATAX

Level 12

Thanks for link. Are you sure those aren't last years numbers, i.e. returns efiled IN 2023?

Just-Lisa-Now-

Intuit Community Champion

@PATAX wrote:

Thanks for link. Are you sure those aren't last years numbers, i.e. returns efiled IN 2023?

I think you're right, that number looks like what I filed IN 2023

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Jim-from-Ohio

Author

Intuit Community Champion

it's not real clear if that is the tax year or the year filed. I sent refundo an email but have not heard back.URL though does say 2024

Skylane

Intuit Community Champion

Awesome link, Jim… one of those lucky practitioners in my zip code is gonna buy my practice….. YIpee!

If at first you don’t succeed…..find a workaround

Jim-from-Ohio

Author

Intuit Community Champion

@Skylane can I ask how did the process go.. did they reach out to you or you to them first?

Skylane

Intuit Community Champion

@Jim-from-Ohio I haven't started process yet.... just starting to think about it... the site will make it easy for me to reach out to local preparers looking for growth. Intuit may be stuck w/ me for another couple years.

If at first you don’t succeed…..find a workaround

qbteachmt

Level 15

Very interesting. I used three different zips (core of city, South end where we used to live, West where the new developments are happening) as subsets and the City name overall. There are just under 100 preparers listed, and the first does over 13k returns. The next few are slightly over 3k, and on down. Love the reject data, because I work with or support a bunch of CPA/EA offices. Beyond seeing the wreckage after a bad filing, I never really knew who does what quality of work.

Don't yell at us; we're volunteers

IRonMaN

Level 15

But rejections are deceiving. How many were rejected because the ex hurried up to file to win the “dependency game”? Then there are the rejections because the IRS hasn’t processed a Sub S election yet. Throw in a few more rejections because there is a glitch in the software that caused “unexpected behavior.” How about rejections over missing 1095a forms that the client forgot about? There are lots of ways to create rejections that are out of the hands of the preparer.

Slava Ukraini!

Jim-from-Ohio

Author

Intuit Community Champion

yep.. out of the 1,938 returns it shows that I prepared it shows 54 rejections.. I did not have any where that many and almost every single one that was rejected were things outiside my control and ended up being accepted. like @IRonMaN said.. 1095A, kid claimed by other parent, etc. I think I had one typo on an EIN or a bad SS#, all them ulitmately accepted.

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