Leaderboard

Did the program include the worksheet for the General limitation on tax credits and the 2 worksheets (A & B ) for the limitations related to the form 8812? If so, go into the program and make sure that those were calculated correctly when the return was submitted, and that the return submitted matches what you believe are the current correct calculations. In other words, make sure that there wasn't a program update of the calculations after filing this return to verify that you are looking at the return that was actually filed. I once had changes that luckily didn't affect the final outcome of the return, and when I opened the return within the program it didn't match the pdf of what was filed for the client.

If the other accountant wants something in writing , they should provide the release document

I was told different, the agent I spoke said this was the number one question they been getting and yes I was covered. I called back in May. I’m only preparing mine.

NATP used to have sample letters for information release but they may have mostly related to the release of tax information and you would have to be a member of NATP to access them from their website. And I truthfully don't know if they are still available on the site, so I really like Abby's suggestion best.

Can't she just give it to the client?