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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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I would ask for copy of the POA for my files.
I would ask for copy of the POA for my files.
Form 56 should be filed with the tax return.
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