Birth Certificate

[Pacun]

Questions:

Do you ask for photo ID for your repeating clients?

Do you keep copies of SS cards?

Do you make a copy every year?

Do you ask for Birth Certificates?

This is from the IRS.

What to Bring To receive this free assistance, you should bring the following records to your military VITA site:

1.-Valid photo identification

2.-Social Security cards for you, your spouse and dependents or a social security number verification letter issued by the Social Sec Administration

3.-Birth dates for you, your spouse and dependents

4.-Wage and earning statement(s) -- Form W-2, W-2G, 1099-R

5.-Interest and dividend statements (Forms 1099)

6.-A copy of last year’s federal and state tax returns, if available

7.-Checkbook to get routing number and account number for direct deposit

8.-Total amount paid for day care and day care provider’s identifying number

9.-Other relevant information about income and expenses

10.- Joint returns If your filing status is Married Filing Jointly and you wish to file your tax return electronically, both you and your spouse should be present to sign the required forms. If it isn’t possible for both of you to be present, a valid power of attorney that allows tax preparation can be used to sign and file the return.

[rfassett]

Nope, nope, nope and nope.

[michaelmars]

Nope, nope, nope and nope.

never, never, never, never

[ILLMAS]

If it's a first time client and they bring it with them I usually make a copy of the SS card but not birth certificate. I only request birth certificate when preparing a W-7 amongst other required documents.

[kcjenkins]

I've NEVER asked for nor seen a birth certificate except when an adoption was involved. And for returning clients, why in the world would I ask to see the SS card again? I now scan in the cards of new clients, but in 'the old days' we did not bother to make copies unless I FELT A NEED to do so. You know what I mean, sometimes you just have a feeling that you need to CYA with a client. Today, I just pass on those, but that is because of my need to reduce my work load.