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Can I prevent PTIN from printing on client copy of Form8867? I already have the box "X" to prevent PTIN from printing on Form 1040.

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Level 1
 
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0 Cheers
6 Replies 6
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Level 15
Level 15

Why would you want to hide your PTIN from your client?  They should be able to see it to verify that you are registered with IRS.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 1

Because dishonest scam artists are STEALING PTINs and filing fraudulent returns. I have had a few clients that I DO NOT WANT having my PTIN or my EFIN. I found a solution--I do not give them a copy of the 8879. My husband worked in account fraud for Bank of America for years. BELIEVE ME there are people who get your information from tax returns when you apply for a loan--NOT CLIENTS--that do dishonest things with personal identification information.

Perhaps you need to go and read IRS Circular 230 again about your duty to AUDIT the returns IRS says YOUR PTIN was used to e-file returns for the year.

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Level 7

And it would be wonderful if that count was even remotely accurate. I have years where it indicates I have no returns filed, which is completely false.

Also, I believe the E-Services section suggest you review the return count, not CIR.230

 

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Level 15
Level 15

I do a quick check each year to see how many they show as being filed...Ive never verified it exactly, but it usually looks pretty close, certainly not more than Ive filed.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 15

If you have clients that you do not want to see your PTIN, maybe you shouldn’t have them as clients.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Level 15

Screaming at us isn't necessary, nor appreciated.

The theft of PTIN/EFIN's most often happen because of a hacked computer system; not because BofA shared info from a loan application.

Former Chump... umm.... AllStar.
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