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Authorization to file BOI reports

Level 2

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?

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1 Comment 1

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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