CP Hay wrote:Many believe that filling out the Tax Organizer is the same of doing the tax return themselves.
ItDepends wrote:I use a Google form with "yes/no logic" to get the important stuff and clients can do it on their phones and I get great results and few complaints.
I can certainly see why clients resent the traditional organizers (unless highly customized) as they are endless and redundant.
Transcribing W2 and 1099B info is silly in my opinion.
CP Hay wrote:I find that a lot of clients tend to push back when asked to fill out a Tax Organizer. Many believe that filling out the Tax Organizer is the same of doing the tax return themselves. Has anyone else experienced this and how do you handle it?
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