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can I email a clients return to their financial advisor and if so how?

Level 1
0 Cheers

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2 Comments 2
Level 15

Best choice is e-mail to client and have them do with it as they wish. YOU should have written permission from the client before ever sharing any client information with a third party.


but even better see the last pop out in https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339


Here's wishing you many Happy Returns
Level 14
Level 14

This is from IRS bulletin 2013-3:

  the general rule under section 7216 prohibits the disclosure or use of tax return information unless a written consent is obtained or an exception applies.

Here is link: