I hope everyone is doing well (job, exam prep, snow, healthwise etc).
This is my first tax season. So far, I like learning how to prepare entity tax forms. I had some exp with Lacerte, but our firm uses CCH Axcess Tax.
Anyway, the office manager never actually showed me how to enter non-billable time. Just so I could keep moving, Ive been booking non-billable broadly for questions, reviewing feedback, research of tax and accounting issues so I don't have to narrow my questions, and whenever the manager asks for status updates and to harangue the in-charge for her. But apparently that is an old code I wasn't unbeknownst to me supposed to use and she said I'm to itemize every instance of a training code and/or firm administration with an internal note.
That seems overly time consuming and unnecessary. I also don't want to bill the client for this, seems fraudulent. Honestly, I think billables are fire with fraud anyway but that's part for the course of our industry.
Anyway, I'd appreciate any tips and or similar stories.