What docs from TP do you scan or copy?

[Uncle Sam]

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.

[ChEAr$]

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.