Signed Financial Statement For A Lender

Tell the lender to pound sand...

Here's a thread on it from a while ago:

https://proconnect.intuit.com/community/proseries-discussions/discussion/how-do-other-tax-preparers-here-respond-to-requests-from-lenders/00/34321

You are only responsible for and can sign the tax return you prepared. 

They are probably doing this because they cant pull IRS transcripts to verify income, thats none of your concern though, dont let them bully you.

Give them the Form 9325 showing that the return has been filed and accepted, along with the return that youve put your name to as paid preparer.

Im sure if you call your E&O insurance company they will advise against you signing anything like that.

First of all, if you're not a CPA, you can't audit a financial statement.  If you are a CPA, then you have to follow the strict auditing rules of the AICPA.  Here's a good concise AICPA position paper on the subject:

https://www.aicpa.org/content/dam/aicpa/interestareas/frc/downloadabledocuments/third-party-verification/aicpa-3pv-positionstatement.pdf

So basically the lender doesn't get what they want but they get a piece of paper to stick in the file and that's usually enough to keep the ball rolling.

I haven't seen one in a while, sorry to see these requests rearing their ugly head again.  AFAIK the 2014 language is still relevant and isn't exactly CPA specific (but read through it and see if something needs to be tweaked.)

Rick