What docs from TP do you scan or copy?

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  • Uncle Sam
    Senior Member
    • Jul 2006
    • 1462
    #16
    Client Documents

    Income tax audits are NOT the only reason I keep copies of all my client's records.
    Very often, clients will receive discrepancy notices from IRS and state governments
    regarding items on the tax return.
    Having those documents attached to my copy of their return faster processes my
    response.
    Uncle Sam, CPA, EA. ARA, NTPI Fellow

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      • ChEAr$
        Senior Member
        • Dec 2005
        • 3872
        #17
        Originally posted by luke
        Harlan you must have some Great clients
        Well... (modestly) what can I say? (grin

        it does take a lot of years of course to wind up with such a "stable" of clients.
        ChEAr$,
        Harlan Lunsford, EA n LA

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