Question
Often times, clients do not bring in all of the documentation on their tax returns. Assume a client you have had for years brings their
Often times, clients do not bring in all of the documentation on their tax returns. Assume a client you have had for years brings their information in for you to prepare their tax return. You have never had a problem with missing information, but this year your client claims there are significant charitable contributions, the documentation for which is missing. The client assures you they have the documentation at home and will bring it in when they come to pick up their return. You leave a note on the tax return that the information is needed before the release of the return. When the client comes in, he says he accidentally left the documentation sitting on the kitchen counter. Do you release the tax return, or hold on to the tax return until the documentation is provided? Justify your answer.
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