How do accountants get clients to send clean documents before tax season?

Question

The hardest part of tax season is not always the return itself. A lot of the stress starts with clients sending documents in five different ways: photos in text messages, bank statements with missing pages, handwritten mileage notes, payroll reports with no quarter label, and a shoebox that somehow has personal receipts mixed into business expenses. I used to wait until everything came in, then…

Mike · Answer

File naming makes a bigger difference than people think. Year, entity, document type, and month in the name keeps tax season from turning into a guessing game.

ymc · Answer

A simple upload checklist helps a lot. Clients need to know exactly what a complete statement or payroll report looks like before they send files.