Tuesday, February 22, 2011

Early Morning (2-21-11)

Today was a pretty short day. I first started by putting away engagement letters and pulling files for information i had in my basket. After that i had to full ten files for Tuesday because that was how many people were coming in to get their taxes done. I was exhausted afterward because that was a lot of files to look through and papers and envelopes i had to put together. I didn't mind to much because i know it's good for the client. After that i inputted W2's in the computer program pro-series (see vocab) and mortgage statements. After that i was waiting on my bus to come so i had to calculate theses checks for Sharon and mark them in the ticket book. The purpose of pulling files is so the partnership can have the tax info on the clients. It helps them know it's all in one place.






vocab: Pro-series- It's a tax program that helps you have all the forms in one place. It tells you where to input numbers off of any tax related info.

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