"I am elated with the process. Let me take a minute to give you my impressions and comments on the whole thing.
I decided to start out with this one, fairly simple return because if it came back a disaster (not that I expected that) it would be easy enough to re-create myself. The uploading process was so simple that I couldn't believe how fast it went. One-hundred percent painless. I would only have one comment on this part of the process. That would be, is there some way to sort of remind me (the user) what info is important to tell Kunder. In other words, I had to think carefully to note that I wanted the return done in Lacerte. I also needed to be sure to indicate any special treatment of tax return items (more on that later). There may be other bits of info that you come across that would be nice to know from the start, as well. For someone with Richard's fantastic memory this isn't that big of a deal, but for a mere mortal like myself...sometimes I need a reminder to make it as efficient as possible. Perhaps I should develop my own internal form for this that gets scanned with the docs. What are others doing?
I uploaded my file at 6PM. I received notification about 3 hours later that my file had been picked up. At 8:13 this morning I was notified that my file was done. WOW! Not that I thought Richard was lying to me, but I am a trained skeptic. I got into the office and downloaded my info.
I started with the Client info pdf. The linking feature is very cool and I see it coming in handy on larger projects and just simply making my review very efficient. Bravo! Right away I caught a couple of typos. That bothered me and made me wonder if reviewing for these minor items (which I am particular about) was going to be a hurdle. I made my notes and loaded the tax return file into Lacerte. Well, that was short-lived anxiety. I found that each item I was concerned about was 100% correct on the return. The typos were in the documents only.
Next thing in the info was the summary sheet. I saw some numbers on there that made me scratch my head. Why was there a Schedule C loss? Why is there a rental, this guy doesn't have a rental? Through my review I was EASILY able to see what happened. It was probably so easy to spot due to the notations all over the records telling me almost step-by-step what was going on. I started to again become concerned with the input. I made my notes, while taking a deep breath.
Here's where I get back to my dissemination of info to Indevia. As it turns out the items that I viewed as incorrect were so because of my poor direction. I noted for Kunder to put the auto mileage on form 2106. But, I failed to indicate that the 2106 should go to Schedule A. Indevia did, in my opinion, the most absolutely correct thing they could, absent any additional information...they put it where it would have the best tax result. They sent that expense to schedule C to offset the income and create the loss. Great! Unfortunately I can't keep it that way.
The Schedule E problem was, again, my error. I forgot to indicate that the items they put on Schedule E were supposed to be home office expenses. I was again impressed with their interpretation of my poor direction. Not correct, but it's better than ignoring it completely, and easy to fix.
The whole review experience took me about 15 minutes. I was VERY pleased with how clear everything was. That is really the key to efficient review. Your people are trained well...thank you. The problems I had were, pretty much my own fault for not being clear and not remembering that they don't have access to my mind.
I am planning to get a QuickBooks bookkeeping job over there next week. I can't wait to see how that goes. It will take a few of these to build my confidence, but I see that happening rather quickly. I am very pleased with this process and look forward to loading your guys down with work!"
