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power of attorney

JML222
Level 4

All-

Never had this situation before. I have a client that is incapable of signing her return or approving efile and has given a relative POA.

Other than sending the docs for review and signing thru DocuSign to the relative, is there anything else that I need to know? 

Thanks!

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1 Best Answer

Accepted Solutions
dkh
Level 15

I would ask for copy of the POA for my files.

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2 Comments 2
dkh
Level 15

I would ask for copy of the POA for my files.

kgudgel
Level 4

Form 56 should be filed with the tax return.

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