Tax Guru-Ker$tetter Letter

Thursday, November 25, 2004

2004 Organizers

Another tradition this time of year is setting up the Lacerte tax return organizer for the next year's filing season. The 2004 organizer is now ready to roll.

Any clients who have already received their 2003 individual income tax returns should notify us when they want their 2004 organizer sent out to them. If you lose the copy we send you, we will have to charge you for the time to print and mail a replacement copy; so put it in a safe place that you can remember.

For those whose 2003 individual returns haven't been finished yet, there is no need to contact us. We will be including the 2004 organizer in the left pocket of the folder in which your 2003 returns will be located.

Another reminder that organizers are only available for individual (1040) income tax returns. All other kinds of tax returns - corporations, partnerships, LLCS, trusts - must have their data entered in QuickBooks and the data file sent to me when it's time to prepare the appropriate tax returns.

- posted by Kerry M. Kerstetter, MBA~CPA~ATP~ATA @ 11/25/2004 02:33:00 PM Send this post: