abctax55
Level 15
02-02-2024
05:56 PM
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snagged from ltug group:
Hey all, in 2023 Lacerte the authentication type default for e-signatures has been changed from KBA to 'none'. In the past Lacerte made a big deal about the importance of KBA, the software didn't even let you send an e-signature request with 'none' or PIN to new clients. Now it's allowing anything, and defaulting to it without the option to set the default to KBA. I called yesterday, and their rep said it was a choice, not a mistake.
I've tried researching to see if the IRS had changed its recommendations. What I've found (see here) is, from what I understand, a pin is acceptable for the 8879 family of forms. That said, if anyone has any additional information it would be appreciated. Once again Intuit disappoints me. They changed a setting without informing its users (at least I don't remember hearing about it) and don't give their users the option to set it back by default. While it's easy to do in the aggregate, for the x number of e-signatures we send every year it becomes frustrating. It makes it easier for the user to make a mistake and send the e-signature with no security. EDIT: I spoke to another rep today who got a higher tier rep to help and they agreed it is a mistake and that they've "escalated" the issue. |
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I believe quite a few firms are taking the irs language used to mean if it's not the first signing by a new client then no kba is needed. There is a difference in what the irs said possibly bc they used "and" not "or" in the following, so it is debatable.
Is identity verification a one-time event?
No. Identity verification must be completed every time a taxpayer electronically signs Form 8878 or 8879, with two exceptions. If a taxpayer e-signs the form in the physical presence of the ERO, and the taxpayer has a multi-year business relationship with the ERO, then no further identity verification is needed |
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