Providing Tax Forms For Past Clients

[daycare]

nice!

None of my parents do e-mail receipts yet. I am still printing them out. But I do hope to add the e-mail accounts this year so I am sure I will be doing that too! I suppose I will just have to have the parents sign my copy as having their signature on it makes me feel better. even though it isnt necessary.

I think it is smart of you to do it that way. This way they cant say that they didnt get it.

I really like the email thing just so it saves my ink and paper. I hate paper.....

Part of my PHB states that all receipts and new letters will be emailed monthly. It is their responsibility to check them and keep track of all of the RCPTS....

[Blackcat31]

I tell my parents please create a folder in your email in box and name it Daycare Receipts.

I email out a monthly rcpt on the 5th of each month. then the email goes straight into that folder. They should have 13 of them. One of them is for their deposit.

nice!

None of my parents do e-mail receipts yet. I am still printing them out. But I do hope to add the e-mail accounts this year so I am sure I will be doing that too! I suppose I will just have to have the parents sign my copy as having their signature on it makes me feel better. even though it isnt necessary.

[daycare]

I have been going so far as printing out monthly payment reports for each family. I make two copies and have the parent sign both and I keep one and give them the other for their own records. I lovethis MMK for this reason alone! They make reports so simple.

I tell my parents please create a folder in your email in box and name it Daycare Receipts.

I email out a monthly rcpt on the 5th of each month. then the email goes straight into that folder. They should have 13 of them. One of them is for their deposit.

[Blackcat31]

I think I will start doing this. Handing them out on their last day of service. Then its up to them to file it and keep it...

I have been going so far as printing out monthly payment reports for each family. I make two copies and have the parent sign both and I keep one and give them the other for their own records. I lovethis MMK for this reason alone! They make reports so simple.

[daycare]

I think I will start doing this. Handing them out on their last day of service. Then its up to them to file it and keep it...

thanks for the idea

[daycare]

I send year end tax receipts to every client that made me payments during the previous year.

This includes any deposits I received but children never started.

I mail them out to the last known address or I hand them to them directly on their last day of services.

I think I will start doing this. Handing them out on their last day of service. Then its up to them to file it and keep it...

[wdmmom]

I send year end tax receipts to every client that made me payments during the previous year.

This includes any deposits I received but children never started.

I mail them out to the last known address or I hand them to them directly on their last day of services.

[daycare]

But just because you kept track of it doesn't mean you still have access to the info....kwim? It shouldn't be your problem that they lost the info.

I agree, give them the EIN and tell them you already did your part (giving a receipt at time of payment).

thanks black cat

I will do just that. As much as I dont want to be a pain, I am also not going to go out of my way to be helpful.

I think your idea will work just fine...

[Blackcat31]

I guess the only issue is that I already provided them all with a monthly recpt and they KNOW that I keep a track of all of it.

I think I will just email them my EIN number and tell them to claim what their records indicate.

But just because you kept track of it doesn't mean you still have access to the info....kwim? It shouldn't be your problem that they lost the info.

I agree, give them the EIN and tell them you already did your part (giving a receipt at time of payment).

[daycare]

In that case send the W-10 with your EIN number on it and send a note telling them you don't keep track of individual totals and that responsibility falls on them.

After they receive the W-10, you don't have to respond to any contact from them as you fuflfilled your obligations to them fully and then some.


....or you could tell them it will cost them $69.95 (the cost of MMK) to get that info for them. LOL!!


The W-10 can be blank and they can claim thousands ore than they actually apid and it still isn't your problem. They have to have proof of what they paid if they are audited. It you are audited, you have receipts to prove what you took in so you are fine either way no matter what they claim.

I guess the only issue is that I already provided them all with a monthly recpt and they KNOW that I keep a track of all of it.

I think I will just email them my EIN number and tell them to claim what their records indicate.

[Blackcat31]

I agree with your first suggestion and that would be the easiest. However, I accidentally created two accounts through mmk when the old one from 2011 expired back in jan. So the man from MMK told me that I will have to pay money to get my past info from 2011. Basically they will take time off of my current account and reinstate my old account so that I can access the information.

Ugh what a nightmare....

In that case send the W-10 with your EIN number on it and send a note telling them you don't keep track of individual totals and that responsibility falls on them.

After they receive the W-10, you don't have to respond to any contact from them as you fuflfilled your obligations to them fully and then some.


....or you could tell them it will cost them $69.95 (the cost of MMK) to get that info for them. LOL!!


The W-10 can be blank and they can claim thousands ore than they actually apid and it still isn't your problem. They have to have proof of what they paid if they are audited. It you are audited, you have receipts to prove what you took in so you are fine either way no matter what they claim.

[daycare]

The W-10 form is blank and there is nowhere on it to record the totals. Adding the totals to the W-10 form through MMK allows you to add the total. Providing the parent a W-10 is the legal way to go but there is no law saying you have to provide a year end total so if a parent wants to claim more than they paid they have to proove it.

A W-10 form is ALWAYS blank as far as year end totals go.

So if I sign it blank, they can still claim whatever they want and of course its up to them to prove that amount to the IRS correct??

[Blackcat31]

I would just print it off of MMK and let it go. Do not sign a blank form.

The W-10 form is blank and there is nowhere on it to record the totals. Adding the totals to the W-10 form through MMK allows you to add the total. Providing the parent a W-10 is the legal way to go but there is no law saying you have to provide a year end total so if a parent wants to claim more than they paid they have to proove it.

A W-10 form is ALWAYS blank as far as year end totals go.

[daycare]

I agree with your first suggestion and that would be the easiest. However, I accidentally created two accounts through mmk when the old one from 2011 expired back in jan. So the man from MMK told me that I will have to pay money to get my past info from 2011. Basically they will take time off of my current account and reinstate my old account so that I can access the information.

Ugh what a nightmare....

[sharlan]

I would just print it off of MMK and let it go. Do not sign a blank form.