Hi all,
I'm trying to get an idea of how you run your practices.
I have a client whose son decided to go to college so she needed a quick transcript sent to her. I generally do not get a Form 2848 on any clients except new clients. I generally do not fax those 2848's in unless I need to do research (ie the client can't find any previous returns or I sense something sketchy). However, because I didn't fax in the 2848 I don't have a good way to quickly get a transcript through e-services.
So do you all collect 2848's on your clients and pre-emptively fax them into the IRS as a preventative measure at the beginning of the season, needed or not?
I hate surprises and I hate sitting around for 3-5 business days while the IRS processes a last minute 2848.
Just looking for some ideas how to better manage this process and allow full use of e-services.
Thanks,
TM