Thanks Bob. Wasn't too sure how far to go on the scanning. Like I said before I was scanning alot of things and it just took up to much time. If I efile their return I ususally keep the copy of federal and state W-2s. If not I make copies and I will start making copies of 1099s also.
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Clients watching
Yes, my monitor is on a computer desk behind my desk so I just turn around after the interview and pull up their name and start their return. With the larger screen, they can see what I am doing. If I make a typo they will stop me even before I have a chance to go back and correct it. (You know sometimes your hands aren't on the home keys).
But they have enjoyed seeing the information put into the computer. I do think it gives them a feeling of a little more control as they see what you are doing.
But then sometimes when it is a very simple return, you have to play around for a few minutes so it doesn't look like it only took you 5 minutes to do their return. Returning clients with only w-2 wages and nothing else can be done in less than 5 minutes.
Linda F
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Watching, ....
.... I think is good for the clients. Like you say, they have a say in what is happening. I use it as my excuse for having them sign the 8879 before the return is printed.
I don't fear them getting educated and moving on to TT. Although some thought they could and returned anyway due to one issue or another. It just wasn't worth their time.This post is for discussion purposes only and should be verified with other sources before actual use.
Many times I post additional info on the post, Click on "message board" for updated content.
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File Cabinets, ....
.. I no longer maintain metal file cabinets for my clients tax returns or any other client papers. Experience has shown very little use of these folders and I am happy to have CSs "File Cabinet" to store my copy, which happens automatically when I print the final client copy of whatever I'm printing.
Some may believe that computer stored documents only happens when it is scanned in, not true. You can print right into a computer stored document. Some use .PDF others use .txt. or whatever.This post is for discussion purposes only and should be verified with other sources before actual use.
Many times I post additional info on the post, Click on "message board" for updated content.
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Laptops.....
..... always difficult to work with when it comes to number entry. I have a keypad/optical mouse combo that plugs into a USB port that is made by Genovation, the model I use 636.
I personally never liked laptops, but I don't travel to any of my clients' place of business so I never needed one. The times that I do use my laptop I want to be able to enter numbers through my keypad.This post is for discussion purposes only and should be verified with other sources before actual use.
Many times I post additional info on the post, Click on "message board" for updated content.
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Dennis.......
... I've never used one but I'm sure there is nothing special, other than sending units that probably plugs into the mouse and keyboard pin slots.This post is for discussion purposes only and should be verified with other sources before actual use.
Many times I post additional info on the post, Click on "message board" for updated content.
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Nothing special
No there is nothing special needed. You just unplug the old keyboard and mouse and plug in the new one. You need to position the plugged in part (don't know what it is called) so that the keyboard and mouse can get the signal. Occasionally a message will appear on my screen that says the signal is weak. So I just move the mouse and it is fine.
You get a disk to install the device.I did it myself in just a few minutes.
Linda F
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Linda, a follow-up question(s)
After I posted, I thought there would be some sort of sending unit hooked into the computer that sits on top of our desks or close to the computer. Is this correct? My next question is to see if you noticed any drop in keyboard or 10-key speed due to the wireless setup?
Dennis
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Wireless is just fine
Originally posted by DTSAfter I posted, I thought there would be some sort of sending unit hooked into the computer that sits on top of our desks or close to the computer. Is this correct? My next question is to see if you noticed any drop in keyboard or 10-key speed due to the wireless setup?
I have not noticed any degradation of performance of the wireless mouse. AND, I haven't had to bother with the stupid cable either! That used to really annoy me at times (the way the cable hangs of the desk tended to restrict motion at times).
-- 10-key on laptop --
Also, on the numeric keypad on the laptop topic, I have purchased 2 numeric keypads over the past few years -- one was a PS/2 (round) connector and the newer one is a USB connector. But the annoying thing is, when I have NumLock on (so I can use the separate numeric keypad as numbers), if I type on the regular, letter portion of the keyboard, the NumLock changes the meaning of some of those keys (e.g. J = 1, K = 2, L = 3, or something like). So, I have to turn NumLock on while typing numbers, then turn it off to type text, etc. etc. ad nauseum.
Bill
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Batteries
The Microsoft keyboard and mouse that I had used double A batteries. They usually last about a month with daily use. I got tired of replacing batteries and gave my equipment to a nephew in SC. There is no warning; suddenly the mouse doesn't work or the keyboard doesn't work. You have to remember that now you have units that run on batteries.
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