sjrcpa
Level 15
10-25-2023
03:29 PM
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Consider whether you really want to give the electronic data file to the new preparer.
With your client's permission, which I assume you have received, I might provide the Preparer Copy (if ProSeries has such a thing) in pdf delivered securely.
Ot, have client give the new preparer their copy of the tax return.
The more I know the more I don’t know.