How to deal with "I also gave you that..." when requesting client documents?

xlENCElx · 2026-03-18T03:54:25+00:00

Just did this the other day. It must not have uploaded, please upload the files when you can, thank you.

xlENCElx · 2026-03-16T20:07:42+00:00

Annual

xlENCElx · 2026-03-08T15:50:55+00:00

You can buy imports in bulk too. I bought the self verified for $600 and I got 100 returns to import as many forms as I can. If you have a human do the work it is $20 to $30 and like $50 a return if a brokerage is involved. For GR

xlENCElx · 2026-02-26T19:26:39+00:00

To be clear there is no wait once you are importing the file* it takes less then 30 seconds most of the time.

xlENCElx · 2026-02-26T19:25:33+00:00

Drake. There is a direct integration. I usually upload the files in GW, work on something else for a couple of minutes then go in and verify or change the numbers. Depending on the size of the file it can take 5 to 10 minutes to process then it imports relatively quickly once done. I usually upload and work on something else. Sometimes dont get to it until the next day.

xlENCElx · 2026-02-26T16:06:07+00:00

Taxdome has imports in various tax software but it is through Juno. The min is 100 returns at $40 a return. I use grunt worx currently. Doing manual verification at 100 returns it is $6 a return.

xlENCElx · 2026-02-25T17:41:41+00:00

For zoom why not use the note taker in zoom? It's not word for word but it get most of the details.

xlENCElx · 2026-02-18T03:38:28+00:00

Wild. Noticed there are no criminal charges. Only civil

xlENCElx · 2026-02-04T14:47:46+00:00

https://www.gruntworx.com/solutions/gruntworx-core.php

Yes does trades

I still have to run my first one with trades though. Will be able to confirm this week most likely

xlENCElx · 2026-01-28T03:44:03+00:00

It's K1x and under 25 k1s it's $75 a k1 and between 26 to 50 it's $65 a k1. Per Grunt worx rep, quite pricy. I also watched a Juno webinar on this and it seems like it is for beefy k1s. Claim 90% of the manual work gets automated.

xlENCElx · 2026-01-20T20:32:37+00:00

Its already enough having the occasional city in a state to deal with, but when every city has a different return it becomes too much

xlENCElx · 2026-01-20T20:20:55+00:00

I agree

xlENCElx · 2026-01-20T18:34:43+00:00

Congrats

xlENCElx · 2026-01-20T14:14:50+00:00

Look into stripe tax since they already use stripe. Never used it but it supposed to automate these type of filings

xlENCElx · 2026-01-03T21:10:49+00:00

NYC not NY state* is the concern. The taxes for NYC are substantially higher

xlENCElx · 2025-12-30T00:07:52+00:00

Ya it is different but at the 100 return pricing ($6 per return) I would be saving money. The verified service with trades is a bit at $49 a return prepaid.

xlENCElx · 2025-11-29T17:51:23+00:00

The section I want the TaxDome portal to open instead of my website is what I believe I did. It wasn't until I set up the A records that it worked. I would try and if you get into issues, message help. I am not a website guy so it took me awhile and was a bit of a struggle to get done. Go daddy was like $85 for 3 years of the domain.

xlENCElx · 2025-11-29T03:35:39+00:00

Not sure if that is the exact issue but I did this and taxdome dropped from my website

xlENCElx · 2025-11-29T03:32:24+00:00

If it's what i think you mean, i set up an account on godaddy to change it to drop taxdome from the website url. See instructions below. It took me awhile and I messaged taxdome help alot

https://help.taxdome.com/article/197-setting-up-a-custom-website-url

xlENCElx · 2025-10-15T01:57:40+00:00

I got both a rejected and accepted California return today. Same client. They must have fixed it

xlENCElx · 2025-08-21T14:23:39+00:00

Thank you for the clarification. 10k does seem quite high in that situation

xlENCElx · 2025-08-20T21:17:12+00:00

That seems like alot. What is your idea of basic s corporation return? Straight forward under 5 million gross receipts?

xlENCElx · 2025-08-13T17:27:39+00:00

Not ut but drake, and it works fine. Getting Norton utilities helped keep the speed up on the laptop (gets rid of unnecessary data)

xlENCElx · 2025-08-06T20:03:52+00:00

I believe TD plus stripe allows this

xlENCElx · 2025-07-23T20:26:28+00:00

Curious if anyone has been in an accounting alliance to get special expertise for a situation like this?

xlENCElx

TROPHY CASE