Booger Posted August 5, 2010 Report Share Posted August 5, 2010 Good morning, everybody. I would like to keep a SCANNED (pdf) copy of the signed 8879's, instead of the originally signed 8879's. Does anybody know if the IRS will accept the pdf version if they come calling? Booger Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted August 5, 2010 Report Share Posted August 5, 2010 Yes. In Pub. 1345, page 30, it states that "EROs may electronically image and store all paper records they are required to retain for IRS e-file." Quote Link to comment Share on other sites More sharing options...
Booger Posted August 5, 2010 Author Report Share Posted August 5, 2010 Thanks, Margaret. Booger Quote Link to comment Share on other sites More sharing options...
Catherine Posted August 5, 2010 Report Share Posted August 5, 2010 Good morning, everybody. I would like to keep a SCANNED (pdf) copy of the signed 8879's, instead of the originally signed 8879's. Does anybody know if the IRS will accept the pdf version if they come calling? Booger Hi Booger! Hope you and the missus are enjoying the summer. _Excellent_ idea on scanning the 8879's, and I hope you don't mind if I steal it. That would get rid of a couple of _big_ folders in my files. (Thanks also to Margaret for posting the proof that this will be acceptable.) Catherine Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted August 5, 2010 Report Share Posted August 5, 2010 Hello online 'friends' Good to see you in touch again! I began the path to paperless, not quite paperfree but closer, a couple of years ago. I emptied about 12 file storage boxes and 2 additional file cabinets. The space reclaimed in my home office was a room and a half. The major scanning was done by a part time person and I took all the documents to a certified shredding facility as it was too much to handle inhouse. Currently, we are able to keep up with the small amount generated. It is so freeing! I do have multiple backups in a fireproof safe and offsite in my safe deposit box. I also have two monitor, side by side, on my desktop to have current and prior year returns open simultaneously. I can also look at the pdf copies of documents any time. I did purchase Adobe Pro and a Scansnap scanner. Good luck to all who pursue this path. I am so glad I did and wish I had done so sooner! Quote Link to comment Share on other sites More sharing options...
Booger Posted August 5, 2010 Author Report Share Posted August 5, 2010 I'm in the process of doing what Margaret has already done. The only paper in each client file is the signed 8879. Now I'll be able to get rid of the file cabinets in the office. Booger Quote Link to comment Share on other sites More sharing options...
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