54500
Level 1
12-18-2020
09:13 AM
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George4Tacks
Level 15
12-18-2020
09:37 AM
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Best choice is e-mail to client and have them do with it as they wish. YOU should have written permission from the client before ever sharing any client information with a third party.
but even better see the last pop out in https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339
Answers are easy. Questions are hard!
Level 15
12-18-2020
12:40 PM
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This is from IRS bulletin 2013-3:
the general rule under section 7216 prohibits the disclosure or use of tax return information unless a written consent is obtained or an exception applies.
Here is link: