e-file Acceptance letter to client

Forum|Forum|6 years ago
June 23, 2020
3 replies
28 views

Is there a standard letter to inform a client that their return's e-filing was accepted? I thought I saw it somewhere in the past, but don't see it now. Thanks in advance.

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

I send the Form 9325 that shows the IRS accepted it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dascpa

Level 11

For years I've sent out a postcard informing the clients of Federal/State acceptance. Good ole "Vista Print". Clients appreciate the notification.

Obviously you can also do an email and save the money of a mailing.

Sending out Form 9325 only covers Federal and my clients will freak out and not understand another IRS form. But it does have some good info on the form about refund status, tax payments, etc.

Just-Lisa-Now-

Intuit Community Champion

I make sure both the fed and state(s) have been accepted before sending the 9325, and I highlight the line that says it was accepted on XXdate.
Every once in awhile I have a client call and say "What am I supposed to do with this?" LOL
For my more clueless clients I write FOR YOUR RECORDS across the top.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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