Rollover A Client?
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I thought Rollover was a kind of IRA.
Seriously, it was probably used in the context of "rolling over" information like the client's name, address, SSN, and forms used the prior year including the EI Numbers on W-2s, 1099s,etc.Leave a comment:
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If was kinda thinking rollover a client meant turning him in to IRS. (grinLeave a comment:
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If you mean ATX instead of ATS, this is the term ATX uses for bringing last years client information into the new tax year.Leave a comment:
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Rollover A Client?
On another website (ATS) it mentions this term, "rollover." Excuse my ignorance, but what is meant by this?Tags: None
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