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1
 West2025TYPrior YearsSite
2
Pearland
e-FilesPaperAmendedState
Pending
OOSQ&A / NNTFPrior Year
3
Accept
Reject
Reasone-File
Paper
e-filePapere-FilePaperAmended
# Clients
TC'sCF'sComments
4
Appointment
5
Show / No Show Feb
6
14 2 Tue313 1382First day went smoothly. No issues. Susan gave a helping hand.
7
Mon9
Watercrest Resident Presentation
352
Tom and Richard gave a TaxAide presentation to the Watercrest community
8
18 1
Tue1014 221119722 OOS - Attempted MFS without meeting our guidlines.
9
22 1Tue1715 29 2672
2 Clients rejected our tax law handling of qualified dependent/relaitve. Client filing 2025, 23, 20, & amend 2024.
10
21 2Tue24161ID Pin 2252672
OOS- 1099-Q distribution refund not used for edu., foreign income tax deduction exceed our scope
11
Feb Total58100006415010119
12
13
 Mar
14
 15 8 Tue3101SSN already used on another return121 2 1671
OSS - Schedule C with reported loss. Slow first 2 hours with no-shows
15
 22 2 Tue10221SSN already used on another return111412972OOS - MFS (2), Excess IRA Contributions, rental property.
16
16 8 Tue1715
Bad EIN & Installment loan setup - both corrected/accepted
 1241 12371
17
18 6 Tue24181
ID-Pin (corrected/accepted) & 1095-A
 12 2271OOS- Rental Property & Sch C with 1095-A
18
20 4 Tue3119
1 TIN reject/ fixed. 2023 ssn on another return (Client already filed- delete)
 422112671
Out of toner. Wired printer from home to complete shift. Late finish (after 8pm)
19
Mar Total84301021087512116
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 Apr
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April
22
16 8 Tue716 24 2271
The 2 listed as questions will go to another site -(did not have all documents)Plus 2 state return turned away, listed as questions.
23
15 9 Tue1416 1 262582
24
Apr Total3200100041000047
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SEASON1744002020161632522282
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