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  • 1.  filing a return

    Silver Most Valuable Member
    Posted 10-15-2021 10:28 AM
    What is my  obligation  to file  a tax return if the client doesn't return the efile consent form?

    ken

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    Kenneth Zweibel
    KENNETH J. ZWEIBEL, CPA PC
    East Northport NY
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  • 2.  RE: filing a return

    Platinum Most Valuable Member
    Posted 10-15-2021 10:44 AM

    Technically     you are not allowed to file.  You have not been authorized..

     

    Which equals   =  judgement call

     

     

    Abby Alhante,  CPA

     

    Kurcias  & Alhante, LLC  CPAs

    525 Broadhollow Road   Suite 104

    Melville NY  11747

    516.829-5890  Ext  2   Fax 516-829-3976

    Mobile 516-381-9301

    AbbyA@KurciasAlhanteCPAs.com

    ( E mail response preferred )

     

     




    Original Message


  • 3.  RE: filing a return

    Gold Most Valuable Member
    Posted 10-15-2021 11:21 AM
    You have no responsibility as you aren't authorized. 

    Alfonso J. Mollica CPA

    Alfonso J. Mollica CPA, P.C.

    Thank you.

    AMollica@AJMCPA.COM

    www.AJMCPA.com

    Office  (516) 597-4991

    Fax       (516) 796-1585

    You can now book your own appointment for tax season or any other matter using https://ajmollica.youcanbook.me/

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    This message is intended only for the personal and confidential use of the designated recipient(s) named above. if you are not the intended recipient of this message you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited.




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  • 4.  RE: filing a return

    Bronze Most Valuable Member
    Posted 10-16-2021 06:35 PM
    Technically you can file without their permission. An email or text me get get you through the process temporarily

    Sent from my iPhone


    Original Message


  • 5.  RE: filing a return

    Silver Most Valuable Member
    Posted 10-17-2021 08:20 AM
    When you say "technically you can file without their permission", is this based on actual regulations or practical application?

    If it is the former, then I have wasted a lot of time the past few years with spreadsheets that track mailing, receipt, filing and acceptance of tax returns.  I also told (and eventually trained) clients that I absolutely can't file their returns without returned e-file authorization forms because their signature on this form takes the place of their signature on the old paper filed tax returns.  And of course, should something go wrong, and I don't have a signed form in the file, it would not be a good situation to have a client question why I filed their return without proper authorization, regardless of what they tell me by alternative methods.  Finally, I have heard from a few accountants of IRS and NYS audits of e-file authorization forms that focus on timely filing once an authorization form is received (and only after it is received).

    I understand that as a filing deadline occurs and we are up against the clock, there may be an exception or 2 made in order to get a return filed on time.  But that is the rare exception, and not the rule.

    --
    Larry Prosky CPA
    Prosky & Rosenfeld LLP CPAs
    1025 Old Country Road
    Suite 403 W
    Westbury, NY 11590
    Direct: 516-873-9600 x1
    Fax: 516-873-9602
    Cell: 516-785-5658 or 516-661-6020
    e-mail: larry@prcpallp.com


    Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.  If desired, Prosky & Rosenfeld LLP CPAs would be pleased to perform the required research and provide you with a detailed written analysis.  Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.  

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    Original Message


  • 6.  RE: filing a return

    Platinum Most Valuable Member
    Posted 10-17-2021 09:32 AM

    I am not asking what is done. Specifically I am asking if we have met the standard if I receive an Emil,  asking me to file, and stating that they are not near a fax or scanner.

     

    Granted,  it is considerable different than just filing with out any back up for your file, but have we met the standard?

     

    I would think not.

     

    Feel free to comment, please.

     

     

    Abby Alhante,  CPA

     

    Kurcias  & Alhante, LLC  CPAs

    525 Broadhollow Road   Suite 104

    Melville NY  11747

    516.829-5890  Ext  2   Fax 516-829-3976

    Mobile 516-381-9301

    AbbyA@KurciasAlhanteCPAs.com

    ( E mail response preferred )

     

     

     

     




    Original Message


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The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.