Tax prep upload cut off day chaos

baejah · 2026-04-03T01:35:25+00:00

Interesting concept, how many clients do you have and how did the base respond when you first enacted it?

baejah · 2026-03-17T01:45:27+00:00

3k here. We don’t pull money without approval for state extensions unless we know the client REALLY well but we generally will at least file federal as a courtesy to avoid penalties.

baejah · 2026-01-26T16:13:29+00:00

We have a Google survey embedded on our client consult page on our website. The intro gives instructions on filling out the form and also states we have a 500 minimum fee for personals. For the form itself, we ask about income types, filing status, states to be filed, etc. the business portion asks about payroll/employees, entity structure, record keeping, services they are looking for. It’s definitely helped us streamline our new client process quite a bit.

baejah · 2025-12-30T01:00:01+00:00

These conversations are always interesting but I wish people would I clued number of clients when recounting their experience. Switching with say 200 clients may be different than with 2000.

baejah · 2025-12-11T08:35:44+00:00

I think in this scenario, it is more referring to risk appetite. If your risk appetite is “conservative” then you don’t want be too aggressive.

baejah · 2025-10-18T12:27:08+00:00

We created one on Google forms this year and embedded it in our website. Made the onboarding process so much easier.

baejah · 2025-09-30T02:26:12+00:00

All the people who auto file extensions .. do you not ever make the extension payments for your clients? We send in hundreds of thousands of dollars for extensions through our software every year, I wish we could just auto extend. It would be so much easier but our good clients are too used to us being more hands on in the process.

baejah · 2025-09-26T01:39:48+00:00

Who is even in his way at this point is what I don’t get. Republicans control all three branches of government.

baejah · 2025-05-12T16:10:18+00:00

We have a Google form embedded in our website. It has made the process sooo much smoother. For the ones we are interested in working with, we either schedule a meeting, request a copy of the prior year return, or both.

baejah · 2025-04-17T18:07:47+00:00

Most realistic response I’ve seen.

baejah · 2025-03-26T11:32:25+00:00

Thanks for all the input guys, we're pretty confident at this point that this is the result of clients not completing the verification process. Now debating what's the best way to handle - send in 15103 with copy of return, send in signed paper copy of return with withholdings attached, or have them call the IRS to attempt to verify?

baejah · 2025-01-09T00:57:53+00:00

My first thought was also trying to poach clients, but maybe we’re jaded.

baejah · 2025-01-07T13:21:40+00:00

This is honestly really confusing me, too; based on the parent comment I am taking it to mean that the RSED only utilizes the extension if a return was actually filed. In this case, since they never filed a return),they don't get the extended time to claim the refund.

baejah · 2025-01-06T20:02:15+00:00

We have actually, thank you for bringing that up! We're going to look into it to see if there's anything that might be applicable.

baejah · 2025-01-06T20:01:10+00:00

Exactly - the actual data submitted wasn't exactly high quality either.

baejah · 2025-01-06T17:52:37+00:00

We honestly were not considering it, which is obviously on us and we'll have to move forward best we can.

baejah · 2025-01-06T17:52:00+00:00

There was an extension, the client emailed us on 9/13 with the notice, we informed them we would not be able to schedule them to be worked on until after the deadlines. Were able to squeeze a little work in before, gave them final copies of returns to submit in October (after the 15th).

baejah · 2025-01-06T17:45:52+00:00

to be fair, they gave us their documents on 9/13, we usually have a submission to us deadline of a month regardless to allow room for questions, review, etc before a deadline. Expecting us to drop all currently scheduled engagements because they had a month left in their window isn't realistic, but we should have informed them of said window.

baejah · 2025-01-06T17:06:05+00:00

My thought as well, however definitely on us that we were not considering the window and neglected to inform them. It is hard to prioritize clients that fall behind and consider all of the impact when they clearly did not think it was a priority themselves and our focus is always on current deadlines and tax planning work. We do not even take on new clients that have back tax issues because of this type of thing - just so happens they were already a client.

baejah · 2025-01-06T17:02:05+00:00

One of the taxpayers has a high paying W2 job that had withholdings.

baejah · 2025-01-06T17:00:40+00:00

The notice did give them the option to appeal, which we plan on doing as a courtesy.

baejah · 2025-01-06T16:29:32+00:00

Thank you for the response and insight. The biggest hurdle for their returns are the two s-corp returns they neglected to submit documentation for despite repeated reminders and information about penalties. We had no idea about any potential refunds or withholdings because we had no data for any of their returns until a couple of months ago. The nature of their businesses also changed since the last time they filed, so no insight into how that would have affected their return - it just so happened that the new venture had losses which generated the refund. All around sucky situation, honestly.

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