EIC documentation-recordkeeeping
ProSeries : 2011Am rethinking my filing system-wondering if I might be smarter to create a seperate "permanent" file for some of my clients regarding EIC documentation etc
current system I used to just have a cover sheet advising "permanent info" to move the info to the top of each years tax file so that it was readily available-with the "new" EIC theres more files w/info now
but it's a pain-sometimes it doesn't happen-eventually that file gets destroyed after a number of years-I need something better
any thoughts--have never bought in to paperless-does that allow you to create two seperate files for client??-permanent and tax file??
would also cause some issues with assembly as I use stand alones computer set up-rather than copy could scan in to another computer-transfer files--
Thoughts- ideas-product suggestions-costs----any and all appreciated
