makbo wrote:All tax return raw data entry deserves some kind of two-pass review. If you're a sole practitioner, time is on your side. If you are going to initially scan all client paper before beginning prep work, as I do, you need a method equivalent to the checkmark that I presume Wiles puts on the analog client originals every time he enters a number on the return.
I use the exact same method. All client paper work is scanned and used as a data entry source.
makbo wrote:Adobe Acrobat is software that I consider indispensable to the paperless tax office. One feature is the "SIgn Here" stamp, which can be applied to show as a green checkmark, added with Ctrl-K keystroke and a mouse click. My original Acrobat v.9 software license was bundled with my Fujitsu ScanSnap a few years ago; I have since updated my license to v.11 at a reduced upgrade rate.
I use this process as well. I use Adobe Acrobat Professional to create digital check marks on my copy of the source documents (red check mark for initial entry and green check mark for final review).
I also use Adobe Acrobat Professional to create digital forms that I use for review check lists.
I have a Fujitsu Scan Snap S510 which has been running flawlessly for several years now.
At the end of the return process I prepare a CD for the client that contains their copies of the tax returns along with a copy of the source documents (I also return to them all of the original documents). I have been doing this for several years and have received great feedback from my clients regarding the CD.