Discussion:Emailing Copy of Tax Return

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Revision as of 04:06, 1 February 2009
AEM CPA (Talk | contribs)
(As long as the e)
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Revision as of 04:47, 1 February 2009
Ss-cpa (Talk | contribs)
(I use ProSeries)
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{{ForumReplyPost|UserID=AEM CPA|Date=1 February 2009|Text=As long as the electronic document has all the pages you're required to furnish to the client, I never thought it to be a problem, and I've done it. I have nothing to back up my view except logic and common sense, which have nothing to do with the law. I hope it's not a problem, because that would kill me on paper and ink costs.}} {{ForumReplyPost|UserID=AEM CPA|Date=1 February 2009|Text=As long as the electronic document has all the pages you're required to furnish to the client, I never thought it to be a problem, and I've done it. I have nothing to back up my view except logic and common sense, which have nothing to do with the law. I hope it's not a problem, because that would kill me on paper and ink costs.}}
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 +{{ForumReplyPost|UserID=Ss-cpa|Date=1 February 2009|Text=I use ProSeries and they have a ton of supporting schedules. I print the basic return as a hard copy and print the return with supporting schedules on pdf CD. I haven't heard anything is wrong either way.}}

Revision as of 04:47, 1 February 2009

Discussion Forum Index --> Basic Tax Questions --> Emailing Copy of Tax Return
Discussion Forum Index --> Tax Questions --> Emailing Copy of Tax Return

Mastax (talk|edits) said:

1 February 2009
After reviewing posts on the site, I am still unsure if it is legally possible to give clients a copy their tax return via email/pdf or a a CD copy instead of printing out a whole return for them. I know some prepares do it, but does anyone know for certain? Thanks!

AEM CPA (talk|edits) said:

1 February 2009
As long as the electronic document has all the pages you're required to furnish to the client, I never thought it to be a problem, and I've done it. I have nothing to back up my view except logic and common sense, which have nothing to do with the law. I hope it's not a problem, because that would kill me on paper and ink costs.

Ss-cpa (talk|edits) said:

1 February 2009
I use ProSeries and they have a ton of supporting schedules. I print the basic return as a hard copy and print the return with supporting schedules on pdf CD. I haven't heard anything is wrong either way.