{"id":126367,"date":"2024-06-17t12:00:40","date_gmt":"2024-06-17t16:00:40","guid":{"rendered":"\/\/www.g005e.com\/?p=126367"},"modified":"2024-08-29t23:53:02","modified_gmt":"2024-08-30t03:53:02","slug":"yes-you-have-to-share-work-papers","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/06\/17\/yes-you-have-to-share-work-papers\/","title":{"rendered":"yes, you have to share work papers"},"content":{"rendered":"

\"\"<\/strong><\/p>\n

\u201cwe all get stuck like this.\u201d<\/strong><\/p>\n

by ed mendlowitz<\/i>
\n202 questions and answers: managing an accounting practice<\/i><\/a><\/p>\n

question: <\/strong>a longtime business client who owed me a large balance for unpaid fees sent a letter dropping me. he then wrote me a letter requesting me to send \u201chis\u201d papers to his new accountant.<\/p>\n

more: <\/b>hiring experience vs. training inexperience<\/a> | eleven ways new staffers can help bring in business<\/a> | busy season is over, so it\u2019s time for some resolutions<\/a> | want to merge? six steps to take<\/a> | how to start providing family office services<\/a> | every accounting firm needs quality control<\/a> | no one listens to you? change how you talk<\/a> | 47 types of business valuation to provide<\/a> | thirteen things to consider before you sell your practice<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n

 <\/p>\n

can i insist on being paid first or do i have to send the papers? i made some notes on a worksheet adjusting his numbers that went on the tax return. do i have to send this also and if so, do i have to write these up in proper journal entry form?
\n
\nanswer: <\/strong>you must send the papers that \u201cbelong\u201d to the client, and cannot hold the papers hostage for payment. this includes all adjusting entries you made when you prepared the business tax return.<\/p>\n

because you did not make actual journal entries, but did make notes that were used to adjust the numbers, those notes would be considered part of the client’s books that \u201cbelong\u201d to the client and need to be sent to the client.<\/p>\n

you do not need to do any additional work such as putting them in proper journal entry format as long as the notes could be followed by the new accountant. if there are other notations on the worksheets that do not affect the amounts on the return, you could cover those before you photocopy the worksheets.<\/p>\n

this is tough stuff for any accountant. you\u2019ll need to be more diligent in the future of collecting your money. this is not an isolated instance. we all get stuck like this.<\/p>\n

this is a controversial and annoying issue and the cpa seems to lose no matter how you argue it, or what approach you want to take. the general consensus i get is to give the papers and chalk it up to a bad experience, and try to not let it happen again.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201cwe all get stuck like this.\u201d<\/strong>
\n\"\"<\/a>
\nby ed mendlowitz<\/i>
\n202 questions and answers: managing an accounting practice<\/i><\/a><\/p>\n","protected":false},"author":1341,"featured_media":118099,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1908,3120,3002],"tags":[],"class_list":["post-126367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-management","category-pro-member-exclusive","category-special"],"acf":[],"yoast_head":"\nyes, you have to share work papers - 卡塔尔世界杯常规比赛时间<\/title>\n<meta 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