- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is a tax return preparer required to give their clients a signed copy of an efiled tax return? Or does just their signature on Form 8879 suffice for IRS rules? Seems like some preparers do not give clients a signed copy of the return, but just emails them an unsigned copy (password protected). If you can give your source for the answer, that would help too. Thanks.
Best Answer Click here
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I let the software print my name in the signature box. These days that counts as a signature on the return.
Slava Ukraini!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I have the software print my name in the signature box as well. If it's good enough for IRS, its good enough for them.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I never wet sign a copy, only an original.
My name prints, too.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Contrary to what others have posted, I sign every return before mailing, as well as have the software print my name in the signature box. I do this (a) as sometimes a return is printed, corrected, and reprinted; my signature tells me that is the final version, and (b) it shows the clients (who actually look at a return) that I went through each page of the return. Maybe not required, just my preference.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Printed name (on hard copies and on PDF's).
Hard copies (unfortunately a few clients insist ... ) are physically stamped with a red "CLIENT COPY" on page one & over the signature area. I wet initial over my printed name.....old habit....used to mean something.
PDF copies are water marked with "C L I E N T C O P Y" and just have my printed name. I could make Adobe let me initial but .... why?
I've occasionally had a client/or a lender *complain* that the watermark obscured some number...sigh.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@Johnl777 @abctax55 @dascpa @Accountant-Man @Just-Lisa-Now- @IRonMaN great points from all...like dascpa said, imo it is a good idea to sign both the return and the e-file signature document....
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thanks for your answer. Agrees with Rev Ruling 78-317, even though IRS website says otherwise it appears as stated in 2/5/21 post of "Beware of "ghost" preparers who don't sign tax returns." I think, but could be wrong, the key is for the preparer to sign and date the Form 8879 e-file authorization, as well as get his taxpayers to sign and date the same, before efiling the return. Then the taxpayer copy can be given to the client unsigned, if I am reading the RR correctly. Take care and thanks.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
That ghost reference refers, for example, to "preparers" using Turddoh Tax who hand the client a tax return that says Prepared by a Nonpaid Preparer
The more I know the more I don’t know.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You will see ghost preparers that use the cheapest professional software they can find and will mark returns as Self Prepared and not put any preparer info at all.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
That must be what I've seen.
The more I know the more I don’t know.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content