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LanaDallas
Level 2
March 27, 2024

Authorization to file BOI reports

  • March 27, 2024
  • 1 reply
  • 3 views

If you filed BOI reports for your clients, which form did you use to authorize filling it on their behalf? Can I use the language in the engagement letter as proof of authorization?

1 reply

S
strongsilence
Level 10
March 27, 2024

BOI is involved and complicated, it is a legal issue, and the law is not settled. Get guidance. I use Spidell and CNA (insurance provider for the AICPA) and the resources at fincen.gov

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