Incorporating e-file Into Your Office
You probably already have some type of tracking mechanism for knowing which clients you have received information from and which returns are complete. With e-file, a Client Log can be a helpful tool to track the progress of each return. Most preparers say their client log contains the following information:
- The date of the client's visit or the date the client's information was received.
- When the California e-file Return Authorization (form FTB 8453 series) or the California e-file Signature Authorization (form FTB 8879 series) was signed.
- When the return was transmitted.
- Date the return was accepted or rejected.
- Date of correction or re-transmission.
Example of a client log:
Review your software information for additional suggestions for creating client logs. Many companies offer client databases and client tracking mechanisms.
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Don't include social security numbers or other personal/confidential information.
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