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  • 1.  Client copies of tax returns

    Bronze Most Valuable Member
    Posted 09-29-2016 02:06 PM

    Is it required that a client receive a complete paper copy of their personal and/or business tax returns?  Can they just be sent an electronic copy (PDF)?  I have seen/heard conflicting views on this.

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    Jay P. Haberman, CPA
    998C Old Country Rd, PMB 422
    Plainview, NY 11803
    (516) 775-0175
    jayh@cpa.com
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  • 2.  RE: Client copies of tax returns

    Bronze Most Valuable Member
    Posted 10-03-2016 09:40 AM

    26 U.S. Code § 6107 - Tax return preparer must furnish copy of return to taxpayer and must retain a copy or list

    LII / Legal Information Institute remove preview
    26 U.S. Code § 6107 - Tax return preparer must furnish copy of return to taxpayer and must retain a copy or list
    The Secretary shall prescribe regulations under which, in cases where 2 or more persons are tax return preparers with respect to the same return or claim for refund, compliance with the requirements of subsection (a) or (b), as the case may be, of one such person shall be deemed to be compliance with the requirements of such subsection by the other persons.
    View this on LII / Legal Information Institute >

    The code only requires that a completed copy of the return be furnished to the taxpayer.  The format is not specified.  We typically mail paper copies to clients for security reasons and only email .pdfs upon request.  Besides, with a paper copy the client gets a spiffy folder with our name on it etc.  It's a nice package to present to a client who paid $500 or more to have a CPA prepare their taxes. 

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    Frank Madigan CPA
    FRENDEL, BROWN & WEISSMAN, LLP
    New York NY

    Original Message


  • 3.  RE: Client copies of tax returns

    Platinum Most Valuable Member
    Posted 10-03-2016 10:06 AM

    my firm specifically asks clients if they would prefer a scan rather then paper.  20% do not want paper.

    i would hope that increases to 50% this year.

    i do not beleive you are violating any procedural rules.

    However, i must emphasize  that we do give clients the option.

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    Abby Alhante
    KURCIAS & ALHANTE, CPAs LLC
    Melville NY

    Original Message


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