Trial Balance & AJE from prior accountant?

[Gretel]

This is what I do. I don't want to make it hard for any client going somewhere else.

[newbie]

I give the depreciation schedule and the shareholder basis worksheet as part of every return that gets one. Figure it's part of the information needed to prepare the return, just in case I win the lottery and run off to write bad poetry on some beach for the rest of my days.... you never know

Would you bring your laptop to the beach, keep in touch with us and post some radical youtube's during Feb, March, and April!

[JG EA]

I agree. I put into the file everything someone else would need to start taking over the return.
Lately I just started putting in information if the mortgage interest is limited. I put the CFS worksheet in. I do this becasue if my client moves the new preparer won't be justified to just enter the 1098. Or if the client does it themselves, they'll see maybe a little more was involved than they thought.