Level 3
01-25-2025
09:58 PM
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Are they a prior client and have passed KBA before?
“The only true wisdom is in knowing you know nothing” -Socrates
Abdulah Mahasees
Level 1
01-25-2025
10:10 PM
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First year client
TaxGuyBill
Level 15
01-26-2025
01:42 PM
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If the client can't pass the KBA, the client will need to sign it some other way.
They may need to print out the physical paper form, sign it, and return it to you (either by scanning and uploading or by mailing/dropping it off).
Abdulah Mahasees
Level 1
01-26-2025
01:44 PM
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Can you please explain the process of that? Or is there any video that shows the steps? Thank you
Level 3
01-27-2025
08:56 PM
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In that case, yeah you need KBA or gotta print it to a PDF and have the client do a wet signature, scan, and send it back to you.
“The only true wisdom is in knowing you know nothing” -Socrates