Efile Start Date for 2021 Returns

Finding out at tax time that a client hasn't withheld enough is never a good situation. Now you have to explain why they owe more than expected and, in some cases, why there is an underpayment penalty too. The problem often starts months earlier. A client changes...

Switching to cloud-based tax software sounds perfect during the demo. You get to work from anywhere, access files from home, and stop worrying about local server backups. But once the season starts, reality puts those promises to the test. In practice, your staff may...

Chasing down paper signatures is one of those tasks that eats up more time than it should. One client forgets to sign Form 8879. Another leaves it on the kitchen counter for three days. Someone else drops it off with a signature in the wrong place. Meanwhile,...

You spot the typo a day after filing. It might be a transposed digit in a client's social security number or a missed 1099-INT. It takes you ten minutes to file the amendment. You don't charge them for the extra time, and you assume the case is shut. Then, the client...