I normally email my clients their tax returns directly from ProSeries - my name is printed but I have not actually signed their copy - is that against the law

Forum|Forum|6 years ago
December 6, 2019
1 reply
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I have a client who says it is against the law to send them a copy of their tax return that does not have my actual signature - just my printed name and is threatening to report me

ProSeries Professional

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Best answer by IRonMaN

Tell them to report you to the Canadian Mounties or whoever they are going to report you to since you aren't doing anything wrong. A printed name works for mailing a copy to the IRS so what is good enough for Uncle is good enough for your client. As a side note, if a client was hassling me like that they would now be a former client.

IRonMaNAnswer

Level 15

Tell them to report you to the Canadian Mounties or whoever they are going to report you to since you aren't doing anything wrong. A printed name works for mailing a copy to the IRS so what is good enough for Uncle is good enough for your client. As a side note, if a client was hassling me like that they would now be a former client.

Slava Ukraini!

T

TaxGuyBill

Level 15

I agree, that would be an ex-client.

Notice 2004-54 says:
"This notice authorizes income tax return preparers to sign original returns, amended returns, and requests for filing extensions by means of a rubber stamp, mechanical device, or computer software program. These alternative methods of signing must include either a facsimile of the individual preparer’s signature or the individual preparer’s printed name."
https://www.irs.gov/irb/2004-33_IRB#NOT-2004-54

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