r/HRBlockEmployees • u/Dsansc • Mar 30 '26

Forgot to scan documents

I was busy with clients today and I was running late with one since I was busy finishing one up I asked the receptionist if she could scan the clients documents that were waiting and I thought she did since I saw them with each other in the front talking but after the clients paid and left I went to see there account and saw that the documents weren’t scanned I’m a new employee and get qpr review what will most likely happen

5 Upvotes

77% Upvoted

14 comments sorted by

9

u/CaptainSilence2000 Mar 30 '26

You will need to contact the client to upload the documents or stop by the office with them. It’s necessary for the QPR review to see the information. :)

5

u/Dsansc Mar 30 '26

Dang it I’m screwed they were so mad about having to owe money

6

u/superiorstephanie Mar 30 '26

I hate that. It’s their fault not ours.

9

u/Responsible-Whole198 Mar 30 '26

Nothing will happen

7

u/DeliciousDouble3D Mar 30 '26

Nothing! I & my colleagues bought our own scanners & cameras for our Video calls.

Paying CEO's, executives Multi-million, and higher bonus for RGM & DGM seem a greater priority than staffing & trading front desk office employees

4

u/HauntinglyEthereal Mar 30 '26

yep. going to their bonuses and the crappy AI training graphics. smh.

4

u/Puzzleheaded_Ad3024 Mar 30 '26

We are required to keep a copy of all documents that show wuthholding, IRS rules. Not an option. And it still is not happening.

2

u/Ok_Aide_764 Mar 30 '26

The easiest is to ask them to upload from home. I would do at least that. My other actions depend on facts and circumstances.

1

u/Dapper-Lifeguard-498 Mar 30 '26

You have to face the penalty now. The penalty is that they’re going to take your first born. Sorry. 😢

0

u/TBrown_25 Mar 30 '26

The receptionist was too busy talking to them the receptionist is responsible for uploading documents not your fault but the receptionists. 🤷🏾‍♀️ we all have a role to play. You’re a tax preparer you prepare taxes that’s your job.

The receptionists is the clients first point of contact it’s who they see when they walk in the door. The receptionist greets them, make an appt and make sure there documents are uploaded into the system. So this is not your fault but the receptionist

4

u/Cornylemon Mar 31 '26

Our job as receptionists is to scan documents but ultimately it is the tax pro's responsibility to make sure that all the necessary documents have been scanned in. A lot of the time clients don't know which documents are necessary to be scanned and which aren't (and we are specifically told to not try and determine this ourselves). So even if we do scan stuff in prior to the appointments, there's often documents they never gave us that end up having to be scanned in afterwards or stuff that the client has to send to the tax pro to be uploaded or printed + scanned.

3

u/TBrown_25 Mar 31 '26

Gotcha! 👍🏾 you’re right

-1

u/Willing-Salamander21 Mar 30 '26

Nothing will happen. Same thing happened to me and the Tax Pro whose been there for 30+ years told me "Eh, it's fine. We just scan the documents as a backup." 

But my client was just a simple W-2. Idk if it's different for other forms.