Discussion:Customer's copy
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| 4 February 2006 | |
| I notice that there are different rules on that.
Would be enought providing to the client just a copy of his/her 1040? or, The 1040 + all the forms | |
| 4 February 2006 | |
| If by "the 1040 + all the forms" you mean Schecule A, Schedule B, Form 2441 etc. Then, yes, you do have to give the 1040 and all the forms that are required to be submitted to IRS. You don't have to give many of the supporting worksheets that many tax softwares also produce that are not part of the actual tax return.
I generally give my clients a copy of their complete tax returns with all the forms and a tax summary that compares current to prior year figures. If they are scheduled for quarterly estimates then I provide the coupons with addressed envelopes and a sheet that shows those scheduled payments with space for them to note when they have paid them. I also give a letter describing what they need to do. But, since I e-file almost all 1040's there isn't much for them to do. | |
| 6 February 2006 | |
| Should we SIGN the COPY return provided to clients? I just thought it would be convenient so they won't have to bug you in the future if they need the signed copy for whatever reason. | |
DR BRISKET (talk|edits) said: | 6 February 2006 |
| My thoughts on this: The client has intrusted me with all the information to prepare his/her tax return and is paying me a fee to do so. Both as a professional courtesy, and accepted business practice, I feel quite obligated to provide the client with a signed copy of the complete tax return along with any necessary notes.
If the shoe were on the other foot, and I was the paying client, I would definitely want a signed copy of my return. | |
