The-Tax-Lady
Level 9

You should not be preparing the 8867, as TaxGuyBill stated, but if you are a paid preparer for other returns using ProSeries, and listed as one under your ERO's Firm's info, I'm not sure how you would accomplish both. 

Also, if other returns are required to be e-filed by the ERO, you must also file the 8948 explaining why you are paper filing that one. If you are doing a favor for someone, they should be able to provide the documents for Due Diligence so you can prepare the 8867. You don't get a pass on Due Diligence if you're a paid preparer on other returns under the same ERO and you choose to do one for free. That's my understanding, based on Cir.230.

If the client can not provide what you need for Due Diligence, walk away.

0 Cheers