Explaining a Return to Taxpayers- Examples from Prior Years
Simple return (W2s and Interest) *Most Common
Adams Completed 1040 How I review return with client (video)
Butler Completed 1040 How I review return with client (video)
Schedule C-Self Employment--visit Self-employment training page to learn more about these types of returns
Marge Simpson-- Completed 1040 Review with Client
John DOE Sr --Uber/Lyft Driver Completed 1040 Review with Client
Betty Andrews-- Completed 1040 Review with Client
Clients with Capital Gains-visit Capital Gains training page to learn more about these types of returns
The Jones' Jones 1040 Review of Return with client
The Kanters 2022 Kanters 1040 Review of Return with client
George Davis Davis 1040 Review the return with client
After I review it with the client I ask if they have any questions, if they don't I say something like:
"For me to efile this for you, I have to say 'Under the penalty of perjury, you have reviewed your return and to the best of your knowledge it is true, accurate, AND COMPLETE because you are the one who is ultimately responsible for your return, NOT ME. If you agree, sign here and I can e-file your return for you'"