Beth wrote:

- quote -

Oh Beth, Beth, BETH! One season does not make a ball
team. (e.g. for the Cubs, this IS next year. but I
digress.)

If you can't get signatures from clients before closing on
the 15th, then by all means extend. But be sure to alert
clients that if no signed forms, then the returns are not
filed.

I will probably send my last few returns that morning, and
check for acks that evening before I close at 5. And that
will probably wind it up. In case of a reject (heaven
forbid!) I have until the 20th to correct and resend. You
have same amount of time.

I'm sure next year you'll go with the PIN forms. In fact,
can you not do that even this week? I think you can.

After April 15th, get in touch, and we'll talk. I've been
doing this since 1989.

Cheer$$,
Harlan Lunsford, EA n LA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

Beth wrote:

- quote -

Same here. We spend all day of the 15th going to the taxing
authorities and getting things stamped, and making sure
things don't fall through the cracks, then go do extensions
at "Tax Trot" (April 15th VITA site sponsored by the local
chapter of the state CPA society).

- quote -

We don't e-file anyone on the 15th, if we can help it. My
personal preference would be to get the last return
delivered by the 12th, but I'm not sure that will happen.
In years past, I've come in for a few minutes on the 17th to
check acks. I believe the last day to re-file if rejected
is the 20th, so if you come in on the 19th and see that all
your returns have bounced, you've still got 2 days to fix
them. (I don't know about you, but about the only things my
returns bounce for are issues with the wife's name and kids
who claim themselves.)

- quote -

Switch to paperless for the last two weeks, if you don't
want to mail in the 8453s. Good practice for next year.

- quote -

If you're closed, you aren't there to get the form. I vote
for extensions for them.

- quote -

After a few seasons efiling, you'll grow to love it and
never want to go back. Losing the 8453 will be a big help,
too.

Phoebe

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

Hi everybody.

This is my first year efiling, and I am trying to work out
the logistics of doing the final couple of days with
efiling.

In the past, I would close the office around 3pm on 4/15
(when the kids got out of school) and take several days off
to recuperate. My clients knew that they had to either get
their stuff before then, or they would be on extension.

I'm not sure how to work it with efiling and would like some
input from other preparers about how they do things. And
how do you handle the returns you submit on April 15th. Do
you have a some time to get it finalized like getting the
acceptance from the IRS/FTB and mailing in the forms?? (I
didn't know better and chose to use Form 8453 this year).
I'm also not sure how to handle clients who give me their
signed forms after I have already closed. Maybe I should
just do extensions for everybody that I don't have a signed
form from at the time I close my office for the day??

BTW, have I mentioned here, how much I HATE efiling?? It is
such a PITA having to "handle" everything so many times. I
like the old way, where once I sent off the package to the
client, I was DONE with it. Yes, I was kicking and
screaming all the way being dragged into efiling and I'm
still kicking and screaming.

Beth

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->