Mary SASLLC
Level 3
01-03-2021
06:44 PM
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Hi, What is the best way to collect Identification from clients. During this COVID time; I have switched to virtual Tax prep. so I am concerned about new clients. Since we don't get to meet physically, is Uploading the Valid Govt photo ID sufficient enough? even if you have not met the person before , nor see the physical ID,. Also, What does the IRS say about obtaining Virtual Identification?
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itonewbie
Level 15
01-04-2021
01:14 AM
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Please refrain from asking the same question twice and, if necessary, add any new information or related questions to the original thread.
https://proconnect.intuit.com/community/tax-talk/discussion/virtual-identification/00/111949
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