Week 4 Discussion Post Topic 1:

Instructions:

You just opened a small tax practice and discovered your clients are presenting you with a wide variety of receipts, documents etc. to be used to prepare their tax returns. You want to be able to work more efficiently so you decide to do some research and create a client input form using Excel (you may select any area you feel is appropriate ex. track mileage, expenses, fixed assets, etc) for your clients to use. Make sure the form you create is user friendly since most of your clients have little to no tax knowledge.

Review the video above and using authoritative sources to back up your position, justify the need for this standardized client input form in your tax practice. Once you have established the information you would like your tax clients to track, create an input form in Excel based on the steps in the video. As part of your discussion explain why you selected the particular fields in this form as they relate to tax law and explain the overall design of your form as far as easy for clients to use. Upload a copy of your Excel file with at least 5 entries for others to view and comment