Help Get Your Clients Ready to File Their Returns

17 Jan 2013 5:00 PM | Anonymous
  • Have your clients gather their tax records and information such as current banking information, change of address, income statements and any supporting documentation in advance and have everything that you will need when delivering their files to your office. 

  • Especially make sure you have their birth date(s), current banking information, if they are using Direct Deposit, and any address changes before they leave your office.
  • Please make sure the client is aware of the two refund options and have them make the selection that works best for them.
  • Make sure your clients are aware that they can e-file and warehouse their payment for any date in the future right up to, and on, the due date.   
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PO Box 3363 | Warrenton, VA 20188 | Phone: (800) 927-2731 | Fax: (888) 403-0920 |

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