is Form 8879 transmitted with the return or it is just held for record purposes

[Getcorp]

I am trying to understand how filing tax return in Proseries Basic works.  especially what to do with form 8879- do i print it out and give it client to sign - right in my office after preparing their return and then scan and save it to my computer. how do i upload it to back to the return.  And if i choose e-signature- what are the steps

[Getcorp]

irrelevant answer. please read the question before posting a reply.

[IRonMaN]

Get it signed and then just hold on to it in case the IRS comes to visit you

[Terry53029]

You should download pub 1345 which has the duties and responsibility's of ERO's. Here is an excerpt from that pub:

   Forms 8879 and 8878 must be available to the IRS in the same manner described above for three
years from the due date of the return or the IRS received date, whichever is later. The Submission
ID must be associated with Form 8879 and 8878:

[Getcorp]

At the bottom of the form - it says ERO should not file it except IRS request for it. Hence - to answer my own question we should print it out and retain a copy for 3 years. Let me know if am right.

[Terry53029]

Yes you need to keep it three years, but you don't have to keep a printed copy, you are allowed to keep it in an electronic format

[Accountant-Man]

I was audited for ERO many years ago and the guy asked for signed 8879s. In those days I kept the signed papers; now I scan them all.

[Just-Lisa-Now-]

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@Accountant-Man wrote:

I was audited for ERO many years ago and the guy asked for signed 8879s. In those days I kept the signed papers; now I scan them all.

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Did you just keep them all in one pile, or did you have to go into each client's folder and retrieve them?  I remember seeing someone in here say they just kept them all in a drawer, I keep them in each client's folder, if I was ever asked to produce them in mass, it would be alot of work!

[Accountant-Man]

The good old days, when I kept a folder with names and copies of documents in them.

Then I got smart.

[IRonMaN]

I'm still old fashioned so the signed copy goes into the client's paper file.  If the IRS wants to see copies, they can flip through all of my client files...………. CAGMC