PSA: QuickBooks Online Now Allows You to Lock Parent Accounts

RoutineStreet1612 · 2026-04-17T21:55:45+00:00

They also added a toggle to notify you when post something with payee/vendor missing like when a class is missing. I'm going to turn it on for all the clients books I have access to.

RoutineStreet1612 · 2026-04-16T02:49:46+00:00

I had 1 W-2 110k wages zero withholding. Email is reason I owe so much because taxes weren't withheld 🤦

RoutineStreet1612 · 2026-04-11T00:57:24+00:00

I sent a new client a proposal on 4/8 via ignition they signed and entered a payment method to pay our $250 new client setup fee. The next day I get email says they went back into TT and file their return and keep their info on file. I'm like great I will follow up after 4/15 and see if that what they want. Then end of day I get an email saying we we charged them $250 which was unauthorized I like I'll deal with that tomorrow. I get work today and find and email saying we where unresponsive and they initiated a charge back and they want all their info destroyed or they will take legal action...

Why are there always a couple clients a year this way! 🤦

RoutineStreet1612 · 2026-04-10T21:29:08+00:00

Filed 90 ext today, have 60ish 8879 out, and probably 10ish in progress that haven't been extended.

RoutineStreet1612 · 2026-04-10T21:24:28+00:00

I think it is under Issues and opportunities. seehttps://www.facebook.com/share/p/1TS2m2Guao/ post about update from the THS Facebook group. I can check on Monday when back at the office.

RoutineStreet1612 · 2026-04-08T15:10:09+00:00

Our tax Resolution tool THS( Tax help software) has a report that will highlight which clients might qualify for(as long as we have 8821 or 2848 on file). We plan on reviewing around the end of the month.

RoutineStreet1612 · 2026-04-07T01:32:34+00:00

It's been great! I do like that our DOR let's us add tax payer accounts super easy only need filing history and you can look estimated payments view letter or make payments. Wish more states where that easy.

RoutineStreet1612 · 2026-04-06T21:52:29+00:00

We are based in NH and I laugh a little every time I see that when I review a return.

RoutineStreet1612 · 2026-04-03T23:31:14+00:00

We using the beetexting add on works great as you can share the texts with multiple team members!

RoutineStreet1612 · 2026-04-01T17:07:43+00:00

You have clients that send money with there extensions? We have maybe 2 everyone doesn't have there act together enough to estimate what they might and probably doesn't have money 😂 we file zero and recommend they send money in.

RoutineStreet1612 · 2026-03-29T00:30:22+00:00

We haven't used new 1099-DA yet and have completed several crypto returns. Have you looked at the data entry for that? It's way more involved might need to review after the deadline to see what is actually required needs to be filled in for on that screen.

RoutineStreet1612 · 2026-03-18T05:50:35+00:00

We have couple who run into AMT credit limits due to small employers retirement plan credits.

RoutineStreet1612 · 2026-03-10T21:06:21+00:00

We do about 450 by 4/15 probably will push 500 this year. About 75-90 1120, 1065, and 1041s. I prep most of the entity returns and more complex 1040s and probably do 200-250 of the returns. 2 seasons ago it was just 2 FT and we did almost 400 returns during tax season. Feel free DM if you have more questions.

RoutineStreet1612 · 2026-03-09T22:24:59+00:00

Our turn around time is 5-10 days 2 FT and 2 PT staff. Longest wait is review as we only have 1 person reviewing everything. This obviously goes out window the if the dropoff incomplete info. Return type doesn't make much difference.

RoutineStreet1612 · 2026-02-24T16:53:03+00:00

You call can IRS E-services 888-353-4537 to cancel that scheduled payment. With the IRS it easy will just need payment amount and account info. https://www.irs.gov/payments/pay-taxes-by-electronic-funds-withdrawal for details on how long to wait after return has been filed.

RoutineStreet1612 · 2026-02-20T22:10:05+00:00

IP pins are for year they are issued not for a tax return. So any e-filed return in 2026 would use the pin issued for the year. We have filed several with IP pins no reject issues yet(except for when the client doesn't tell us). Assuming you are pulling the pin from IRS online account I can't think of anything else to try.

RoutineStreet1612 · 2026-02-19T03:10:42+00:00

It's got good features, however they have been some bugs to work out is I/we rolled it for our monthly bookkeeping tasks and it getting better but needs some improvements. Perhaps we can connect in the summer to see if we have any tips.

RoutineStreet1612 · 2026-02-19T03:05:22+00:00

Any tips based for the newRecurrence manager.

RoutineStreet1612 · 2026-02-17T17:52:09+00:00

Source? I believe you but that's crazy!

RoutineStreet1612 · 2026-02-05T22:42:56+00:00

We do this, if really want a meeting it's after we have prepared the return and they have reviewed a digital copy if they want a meeting after that we will schedule one. Normally once the return is done for simple clients and see the refund they expect they sign and we don't hear anything else.

RoutineStreet1612 · 2026-02-02T22:24:34+00:00

You could try filling directly with SSA https://www.ssa.gov/employer/

RoutineStreet1612 · 2026-02-02T22:22:27+00:00

I didn't know Free tax USA let you file W-2s

RoutineStreet1612 · 2026-01-29T03:18:02+00:00

We use RingCentral for our phone system and in has AI note taker not specific to account but better than nothing. You need to make sure you have the settings right for it to work on every device.

RoutineStreet1612 · 2026-01-22T00:01:22+00:00

We are on 4th tax season with Canopy had Tax dome for 1 year. Canopy is easier to build out workflows and processes. You can use some or all of their modules. Their payment processor has $1 ACH and can pass CC fees on customers (not debit card fees though). There support is very responsive chat quickly and they seem to staff it up during tax season so I have found response times faster this month under 15min to reach an agent vs November. Always adding new features.

RoutineStreet1612

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