JML222
Level 4
03-21-2022
03:43 PM
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Never had this situation before. I have a client that is incapable of signing her return or approving efile and has given a relative POA.
Other than sending the docs for review and signing thru DocuSign to the relative, is there anything else that I need to know?
Thanks!
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dkh
Level 15
03-21-2022
04:25 PM
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I would ask for copy of the POA for my files.
kgudgel
Level 4
03-21-2022
04:41 PM
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Form 56 should be filed with the tax return.
