Tributos
Level 3

Great minds think alike : )  I've used Drake prior to this year, which prompted my questions. I did similar to your suggestion (Thank You) by printing their form and updating a 7216 template with TY 2023. As you say - manually executed, which is a bummer.

I equate having the 7216 signed prior to submitting the tax return like having car insurance before driving. Fortunately, I have not had to use it, either. The peace of mind for both client & myself is worth it and no one objects to the service, thankfully.

I met a former Rev. officer that became an EA comment they don't represent any file they've prepared. Thought that was interesting, maybe for the sake of objectivity, I guess.

 

0 Cheers