ILLMAS Posted January 10, 2011 Report Share Posted January 10, 2011 Here is a sample letter to use if your client wishes not to efile his/her tax return for whatever reason. The IRS is going to be doing more compliance checks, so it's a good idea to have something in your files. MASSCAN5586_000.pdf Quote Link to comment Share on other sites More sharing options...
Lion EA Posted January 10, 2011 Report Share Posted January 10, 2011 Thank you very much. Quote Link to comment Share on other sites More sharing options...
grandmabee Posted January 11, 2011 Report Share Posted January 11, 2011 there is a special form you fill out and mail with the paper filed return. I am not at my office and don't remember the form number right now. it is new this year Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted January 12, 2011 Report Share Posted January 12, 2011 It is form number 8948 which is still in draft form. I do like the cover letter as well. Don't think you can overkill CYA on compliance issues. I know I use a client interview form that asks all the due diligence for EITC which I require the client to sign prior to preparing the return. Stays in their file with the 8867. Here is a link to the draft form: http://www.irs.gov/pub/irs-dft/f8948--dft.pdf Quote Link to comment Share on other sites More sharing options...
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