5-Jun-2021 1:34pm
5-Jun-2021 2:14pm
Provide the taxpayer with a copy of the signed Form 8879 for his or her records upon request.
5-Jun-2021 5:11pm
5-Jun-2021 7:13pm
6-Jun-2021 10:05am
6-Jun-2021 10:13am
7-Jun-2021 6:56am
7-Jun-2021 9:10am
7-Jun-2021 4:57pm
7-Jun-2021 5:20pm
7-Jun-2021 6:57pm
7-Jun-2021 8:01pm
CornerstoneCPA wrote:If already provided, I do make it clear to clients that I will provide it one additional time before charging. But, with the exception of scanned copies of their original documents and business eFile forms, everything remains avilable via their portals, so my requests have plummeted since making copies of tax returns and individual eFile forms available via their portals.
7-Jun-2021 8:37pm
ItDepends wrote:It is buried in a stack of 1200 of them from 2019 in a box and I don't wish to dig it out for him. I have enough real work to do.
8-Jun-2021 12:00am
TaxMan2020 wrote:What portal do you use?
8-Jun-2021 5:16am
CornerstoneCPA wrote:TaxMan2020 wrote:What portal do you use?
SmartVault
8-Jun-2021 5:46am
If I had to guess, he is working with some PITA third-party that will not accept an unsigned tax return. That is where the 8879 comes in, though if it is a lender, then they also need to perform their own due diligence by pulling transcripts and verifying the tax return is presented as filed.
8-Jun-2021 5:55am
8-Jun-2021 5:57am
CathysTaxes wrote:I've heard of banks complaining if the social security was masked out.
8-Jun-2021 12:11pm
TaxMan2020 wrote:
Not to derail but would each client be an “external collaborator”?
ATSMAN wrote:That is exactly the problem and I have told my clients that if they have to submit a copy of their tax return to a bank, financing company, utility for discounts etc. to ink sign the taxpayer signature line on their hard copy that has their PIN. That seems to solve the problem because those "idiots" at the bank are looking for a wet signature. Perhaps later they may pull a transcript but it stops them from rejecting the return.
8-Jun-2021 12:20pm