rbynaker
Level 14

I haven't done one in a while but at one point the trick I figured out was to file the Form 56 with the attachments first.  Then ProSeries had a check box to indicate that the documents had previously been submitted.  Checking that box would "unbreak" efile--well, unless SSA had already locked the SSN.

Beyond that it's hit or miss.  The IRS doesn't follow their own instructions but then we don't really have any way of verifying what Intuit is *actually* sending them so it may well be that Intuit is sending them something that makes them think they need to request documents.

I'd give the client an extra set of whatever needs to be submitted and put a yellow sticky on it, "The IRS might ask for this even though we already submitted it."

Rick