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Virtual Identification

Level 3

Hi, What is the best way to collect Identification from clients. During this COVID time; I have switched to virtual Tax prep. so I am concerned about new clients. Since we don't get to meet physically, is Uploading the Valid Govt photo ID sufficient enough?  even if you have not met the person before , nor see the physical ID,. Also, What does the IRS say about obtaining Virtual Identification?

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Level 15

Please refrain from asking the same question twice and, if necessary, add any new information or related questions to the original thread.


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