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Old 11-13-2009, 06:20 PM
equinecpa equinecpa is offline
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Join Date: Mar 2006
Posts: 376
Default Making sure a return is not missed...

I was wondering how everyone keeps tab of work in and work out and perhaps work that should be in but is not.

For example: I'm a TX CPA and Monday is the extended due date for TX Franchise Tax Returns. These returns are filed by LLC's, partnerships and corporations so in my tax return program manager I don't see a list of these -I just see returns for the 1065, 1040 and 1120's.

So I'm combing my client list for LLC's and Inc's thinking there must be a better way...

I'm thinking perhaps I need a master list of all 1040's, 1065's, 1120's, st returns, payroll returns etc. As each deadline passes I always wonder "Have I forgotten anyone?"

How do you prevent forgotten returns in your office?

Carolyn
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