form 9325

stay safe all

You can also print a history report for the client that will show the federal and the state and isn't limited to just 1040 returns.  But then again, why do you need to?  When I provide my clients with a copy of their return, they know I am going to finish the job for them.  They have never asked for "proof" that I completed the process.

I've recently had banks requesting proof of efiling when clients are applying for loans.   Don't know if that's bcause IRS is slow in processing the transcript requests.....

I've done the bank thing a couple of times but I don't just automatically provide the stuff to clients.  Other than lose the thing what are they going to do with it anyway?

I have to say, this is a terrible reply to the question. 

The replies above all appear to be accurate, which part is terrible?

I'm not sure why correct answers are terrible.  But then again, I think your response time to the posts would have to be considered terrible.