Reminder- Savings Data on the Entry Ticket and on Prep Use
Please remember to ask all clients to fill out the top half of the entry ticket. Once the taxpayer had decided to save, make sure that you (the tax preparer) accurately complete the rest of the form. Then fill out the prep use form in TaxWise, and be sure that it is reviewed by QR.
If someone is not saving- that’s okay! They do not need to fill out the entry ticket and the form can be thrown away or kept in the client’s file.Return to Trending Topics