Marital status information does not match on spouses I didn't know I needed a log book! Foreign country medical expenses Can't remember if they got RRSPS "Do you really need that info?" Client "found" or "remembered" Donations slips after filing Crying Told a client their return was "in process" when it hasn't been touched "Just take whatever is reasonable" Charitable Donation Disengaged client pretends it never happened 12+ hour day "Can you review what I did in Turbotax?" Due Date Change Client emails sensitive information "OMG How is it only Tuesday?!" Botox on medical receipts Client sends 5 or more separate emails in one day Had to Call CRA Client uploads a photo of their family or pet "Hurry so my ex doesn't claim my kid" All Sch C Expenses rounded to nearest $100 Self- Prepared Prior Year Return is a disaster Client tells you their politics "My taxes are not that complicated." More than 200 T5008's slips Cussed out by non-client GHOST CLIENT Mid- Season Law Change Fired a client Client asks for Manager "My friend said..." "My last tax preparer said." Client has questions AFTER EFile Client provides one side of two sided documents Unopened "Important tax documents" mail Where's my refund? Prior Accountant Died Weekend Work Rental with no prior depreciation Shoebox Client Client provides time sensitive notice LATE "I've done this for years." Marital status information does not match on spouses I didn't know I needed a log book! Foreign country medical expenses Can't remember if they got RRSPS "Do you really need that info?" Client "found" or "remembered" Donations slips after filing Crying Told a client their return was "in process" when it hasn't been touched "Just take whatever is reasonable" Charitable Donation Disengaged client pretends it never happened 12+ hour day "Can you review what I did in Turbotax?" Due Date Change Client emails sensitive information "OMG How is it only Tuesday?!" Botox on medical receipts Client sends 5 or more separate emails in one day Had to Call CRA Client uploads a photo of their family or pet "Hurry so my ex doesn't claim my kid" All Sch C Expenses rounded to nearest $100 Self- Prepared Prior Year Return is a disaster Client tells you their politics "My taxes are not that complicated." More than 200 T5008's slips Cussed out by non-client GHOST CLIENT Mid- Season Law Change Fired a client Client asks for Manager "My friend said..." "My last tax preparer said." Client has questions AFTER EFile Client provides one side of two sided documents Unopened "Important tax documents" mail Where's my refund? Prior Accountant Died Weekend Work Rental with no prior depreciation Shoebox Client Client provides time sensitive notice LATE "I've done this for years."
(Print)
Marital status information does not match on spouses
I didn't know I needed a log book!
Foreign country medical expenses
Can't remember if they got RRSPS
"Do you really need that info?"
Client "found" or "remembered" Donations slips after filing
Crying
Told a client their return was "in process" when it hasn't been touched
"Just take whatever is reasonable" Charitable Donation
Disengaged client pretends it never happened
12+ hour day
"Can you review what I did in Turbotax?"
Due Date Change
Client emails sensitive information
"OMG How is it only Tuesday?!"
Botox on medical receipts
Client sends 5 or more separate emails in one day
Had to Call CRA
Client uploads a photo of their family or pet
"Hurry so my ex doesn't claim my kid"
All Sch C Expenses rounded to nearest $100
Self-Prepared Prior Year Return is a disaster
Client tells you their politics
"My taxes are not that complicated."
More than 200 T5008's slips
Cussed out by non-client
GHOST CLIENT
Mid-Season Law Change
Fired a client
Client asks for Manager
"My friend said..."
"My last tax preparer said."
Client has questions AFTER EFile
Client provides one side of two sided documents
Unopened "Important tax documents" mail
Where's my refund?
Prior Accountant Died
Weekend Work
Rental with no prior depreciation
Shoebox Client
Client provides time sensitive notice LATE
"I've done this for years."
