I have a client on extension who has not signed e-file authorization forms and is not returning emails. What do you do? They do not owe.

Forum|Forum|6 years ago
December 7, 2019
27 replies
96 views

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Lacerte Tax

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Best answer by IRonMaN

Don't file until they provide you the authorization forms. I have one that owes and hasn't returned it yet. I'm heading out in a few minutes and it will be filed late if the authorization doesn't show up before then.

IRonMaNAnswer

Level 15

Don't file until they provide you the authorization forms. I have one that owes and hasn't returned it yet. I'm heading out in a few minutes and it will be filed late if the authorization doesn't show up before then.

Slava Ukraini!

L

LSTAXAuthor

Level 5

agreed, but is there any downside to them for filing late if they have refunds due?

Accountant-Man

Level 13

I have two of these 1040s. Clients do not answer emails or letters, so I have to assume they screwed me and went elsewhere or filed on their own using returns prepared by me.

In on case I have a signed engagement letter, so since we signed it I can sue them to get paid, even if I don't ultimately e-file their returns. That was completed March 5, so I have no clue.

I cannot e-file without their approval.

[Edit] Interestingly, the IRS' Where's My Refund site said that the exact amount of the refund I calculated was applied to prior debts. But I didn't e-file it.

** I am "Elevating with Intention!"

L

LSTAXAuthor

Level 5

In my case they did eSignature but now want time to get more information and don't want to extend.
The signature will expire after 3 days. So I'm worried they will say the signed off and I didn't e-file. Is there any penalty?

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