Kòmanse ak yon entèvyou kliyan ki konplè / Begin with a complete client interview

Yon bon deklarasyon tax kòmanse anvan ou antre chif yo. Premye travay ou se verifye kiyès kliyan an ye, ki ane tax ou ap prepare, epi ki dokiman li genyen. Poze kesyon sou chanjman nan fanmi an, travay, biznis, envestisman ak asirans sante. Fè yon lis dokiman selon sa kliyan an di ou. Yon moun ki te travay pou de patwon ka bezwen de dokiman salè. Yon moun ki gen biznis bezwen yon lòt konvèsasyon sou revni, depans ak prèv li genyen. Yon sèl dokiman pa toujou rakonte tout istwa a. Si enfòmasyon manke, ekri kesyon an epi rete tann pou pati sa a. Mande dokiman an oswa yon eksplikasyon klè. Pa envante montan. Pa chwazi yon repons sèlman pou pase yon ekran nan lojisyèl la. Pratik: Yon kliyan pote yon dokiman salè epi li di li te fè livrezon pou yon aplikasyon tou. Mande non aplikasyon an, ane li te travay la, dokiman tax li resevwa, dosye revni ak dosye depans li anvan ou deside kijan pou rapòte aktivite a. ENGLISH A good tax return begins before you enter numbers. Your first task is to establish who the client is, which tax year you are preparing, and what documents are available. Ask about household changes, work, business activity, investments and health coverage. Build a document checklist from the interview. A client who worked for two employers may need two wage statements. Someone who mentions a business needs a separate conversation about revenue, expenses and records. Do not assume that one document tells the entire story. If information is missing, record the question and pause the affected part of the return. Ask for the supporting document or a clear explanation. Never invent amounts or choose an answer simply to move past a software screen. Practice: A client brings one wage statement and says they also drove for a delivery app. What should you ask next? Identify the app, the year of work, available tax statements, revenue records and expense records before deciding how to report the activity.