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HapTax
Level 2
June 10, 2020
Question

Can a password protected pdf file be forwarded to client's bank without the protection?

  • June 10, 2020
  • 3 replies
  • 23 views
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3 replies

dascpa
dascpa
Level 11
June 10, 2020

You can print the .pdf file to another .pdf file using any PDF writer and remove the security.  However, my malpractice insurance carrier will NOT let me send any tax returns directly to a 3rd party, especially and lender.  It has become common (and unfortunate) that by doing so the bank could sue you for a default on the loan.  Same concept with verification and other letters.  Be careful.

    sjrcpa
    sjrcpa
    Level 15
    June 11, 2020

    And I would not send an unprotected tax return to anyone.

    The more I know the more I don’t know.
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