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can I email a clients return to their financial advisor and if so how?

54500
Level 1
 
0 Cheers

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2 Comments 2
George4Tacks
Level 15

Best choice is e-mail to client and have them do with it as they wish. YOU should have written permission from the client before ever sharing any client information with a third party.

https://proconnect.intuit.com/community/print-a-file/help/how-do-i-email-a-pdf-copy-of-the-tax-retur...

but even better see the last pop out in https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339

 


Here's wishing you many Happy Returns
Terry53029
Level 14
Level 14

This is from IRS bulletin 2013-3:

  the general rule under section 7216 prohibits the disclosure or use of tax return information unless a written consent is obtained or an exception applies.

Here is link: 

https://www.irs.gov/irb/2013-03_IRB#TD-9608