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  • Posted in: Open Forum

    Call the auditor. They can help you narrow the scope. They likely sent you a pre-canned request list that they send to everyone. They likely do not want to sift through hundreds of documents any more than you want to gather them.  These are pretty routine ...

  • Posted in: Open Forum

    Thanks Julie for the correction on Lacerte.  Fortunately, I did not have anyone that was phased out of the child tax credit, so I didn't catch that it was not populating properly for those returns. This is an eye opener, isn't it?  You would think line ...

  • Posted in: Open Forum

    Jamie, I have only been involved in a few of these audits, but in my experience, they just want an invoice(s) to support payments related to 1099s issued (or where a 1099 might should have been issued). Most recently my client was asked to produce one ...


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