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michaelf
Level 3
Jun 9, 2022 11:35 PM UTC
Question

How do I securely send old returns to a client who has lost their returns?

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2 replies

The-Tax-Lady
Level 8
Jun 10, 2022 2:19 PM UTC

Email an encrypted PDF of the return or print and mail using Priority Mail, flat rate, with tracking and delivery confirmation.

    IRonMaN
    IRonMaN
    Level 15
    Jun 10, 2022 2:31 PM UTC

    The most secure form is to print a copy and have them stop in and pick it up.  But make sure you ask for three forms of identification.  If they don't have three forms with them, just ask to see the most reliable ID - their library card.

    Slava Ukraini!
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