Post #2036011
2026-03-08 20:07 UTC
@coolcalmcollected
Step 1: Intake interview to check that the client’s brought everything needed;
Step 2: preparer enters data with client present;
Step 3: a different preparer reviews everything done by the first one, again with client;
Step 4: return is printed:
Step 5: outtake interview to explain the return(s) to client, get client sign-off, give them printed return(s) for their records;
Step 6: e-file return(s).
@I_am_a_plant
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