by 卡塔尔世界杯常规比赛时间 research
tax clients don’t want to be disorganized or late with information, but it tends to happen. you can make tax season easier for them and for you if you help them stay organized and up to date.
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here are 10 actions you can take. consider making some of these actions mandatory for anyone who wants to be your client.
- provide checklist of required documents. well before tax season begins – ideally at the beginning of the fiscal year – provide clients with checklists of records and documents you will need at end of year. a list specifically for a given client will be more effective than a boilerplate list.
- suggest a tax organizer app. recommend a digital or physical organizer tailored to each client’s needs – one compatible with your in-house capacity. if necessary, show them how to use it.
- create a timeline. give clients deadlines for submitting documents, making estimated payments and updating records.
- send regular reminders. use automated email reminders to spur clients to keep up with timeline. check to see if they are doing it. (if one’s not, is this a client you might want to cull?)
- host periodic workshops, especially pre-season. offer webinars or in-person sessions to explain the process, apps, tax tips.
- require or encourage electronic record-keeping. recommend apps for tracking expenses and income. hold free workshops for clients and potential clients.
- implement secure file sharing. require use of a secure file-sharing system such as dropbox, google drive or your firm’s portal. hold a workshop if necessary.
- specify categories of documents. ask clients to group documents into income, deductions, credits and other relevant categories. show them how to do this.
- suggest methods for keeping ongoing records. supply templates for mileage logs, expense trackers and home office calculations.
- explain summary sheets. after interviewing clients about their income or business, show them how to create summaries for complex areas like investments, rental property income and medical expenses.
put yourself in your clients’ shoes. they aren’t accountants. they have complicated lives and businesses that keep their heads busy on other matters. how can you make record-keeping and documentation easier for them?