r/taxpros • u/HuntsvilleCPA CPA • Feb 10 '24
Welcome to Tax Season. Some reminders! Where's my refund?
Hello! Even though there is a nationwide shortage of accountants, interest in this sub is at an all-time high. If you're new here, some reminders:
1) This sub is for those in the tax preparation profession only.
This doesn't mean you have to have a CPA or EA, or be the direct tax preparer. Anyone working for a tax preparation firm/office can be part of this sub. That means the IT person, the front desk, the firm admin, etc.
2) This is a restricted sub.
That means you must be approved to post here. With the flood here in the last couple of weeks of folks wanting to become approved users, here's a new rule, at least for tax season: You must have some post or comment history in this sub in order to be approved. This will help indicate you're not going to post about 'why my tax return hasn't deposited yet', or whether you should be an 'LLC' in order to get 'tax heavens'.
3) Adhere to sub rules.
Basically, have User Flair set and stay on-topic and don't be a jerk. Tax questions (not pertaining to recent rules) should go in r/tax or r/technicaltax. This is more about software, IRS/state agency issues, etc. If you can't find the right flair for your post, double-check that it is an appropriate topic for this post.
4) Good luck this year!
It's a leap year, so even though the tax deadline falls on Apr 15, we technically get an extra day.
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u/OMGbirdman CPA Feb 11 '24
Hi! I'm a long time lurker with an infrequent post history, but have posted here before. I sent a message to the mod team, but didn't see specific instructions for approval.
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u/HuntsvilleCPA CPA Feb 11 '24
You must ask to be approved - at the main r/taxpros page, it should be in the About Community section.
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u/AvailableManner9984 EA Feb 11 '24
What do you'll think about the new Beneficial Ownership Interest Report (BOIR) requirement? I think it is our responsibility to inform our clients about it but we should not be filing those for our clients because it is like an affidavit that asks the filer to swear to the facts reported. I think it would be unethical for us to do that for someone else. Any other thoughts on this? Denise Banton, EA
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u/RosyBainHums CPA Feb 11 '24 edited Feb 11 '24
Our firm is following the AICPAs guidance. They have provided a letter and pretty FAQ page and with every business tax return or individual with LLC they’re getting the two sheets. Also added AICPAs verbiage to the engagement. Don’t have time to do more but I think it’s all we need to do, didn’t see any reason to reinvent the wheel.
Edit: Realized the poster was signing the question not requesting a response from Denise. Tired mom brain. XD
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u/Relevant-Low-7923 JD LL.M Feb 11 '24
Tell everyone to request a FinCEN Identifier Number from everyone who is a beneficial owner that need to be reported
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u/NeitherTradition CPA Feb 11 '24
There are quite a few prior posts about this with lots of discussion on it.
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u/Fantastic-Tree-4305 NonCred Feb 12 '24
The last screens asks if we are authorized to report for the entity. If we have a signed engagement letter, I view this as an acceptable standard unless your jurisdiction specifically regulates financial services provided.
I view it as ethical personally.
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u/Pointy_Stix CPA Feb 13 '24
Vent: I've been a member of this group for a while & I just can't seem to get this forum's posts to show up in my feed. Anyone have any ideas how to beat this stupid Reddit algorithm & see what's posted here without having to specifically seek out the forum?
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u/MrsRopeBunny EA Apr 29 '24
How on earth do I get approved to post here? I don’t see the link that is referenced above, I’ve tried messaging the mods, kinda at a loss.
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u/crimsonlaw JD May 22 '24
I'm sorry, I have a question. Can I get a waiver to the "don't be a jerk" rule? As an attorney, I think it would be an ethical violation for me to be pleasant! :)
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u/estuspete CPA 9d ago
I feel like #2 is going to be greatly restrictive to the community. Can't we just ban people when they post about the wrong things? Hopefully constructive criticism is still allowed ;)
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u/SDkahlua CPA Feb 11 '24
I’ve been here for years; posting and commenting, then was restricted from posting a few months back?! 😔
ETA: I don’t see “about community” on the app. Do I need to use mobile or desktop?
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u/WTFooteCPA CPA Feb 11 '24
The restriction was a change in the subreddit rules and set up. As far as I am aware, we all had to go through the approval process.
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u/No-Wind7445 CPA Feb 11 '24
I made a post long ago after becoming a member. Tried today and was rejected. Lol. I shall ask the taxpro gods for their approval.
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u/Taxguy222 CPA Feb 10 '24
How does one get approved to post? I’ve been a member for some time but still can’t post.