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I normally email my clients their tax returns directly from ProSeries - my name is printed but I have not actually signed their copy - is that against the law

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Level 2
last updated ‎December 06, 2019 5:45 PM

I have a client who says it is against the law to send them a copy of their tax return that does not have my actual signature - just my printed name and is threatening to report me

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Level 15
last updated ‎December 06, 2019 5:45 PM

Tell them to report you to the Canadian Mounties or whoever they are going to report you to since you aren't doing anything wrong.  A printed name works for mailing a copy to the IRS so what is good enough for Uncle is good enough for your client.  As a side note, if a client was hassling me like that they would now be a former client.

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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Highlighted
Level 15
last updated ‎December 06, 2019 5:45 PM

Tell them to report you to the Canadian Mounties or whoever they are going to report you to since you aren't doing anything wrong.  A printed name works for mailing a copy to the IRS so what is good enough for Uncle is good enough for your client.  As a side note, if a client was hassling me like that they would now be a former client.

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 12
last updated ‎December 06, 2019 5:45 PM
I agree, that would be an ex-client.


Notice 2004-54 says:
"This notice authorizes income tax return preparers to sign original returns, amended returns, and requests for filing extensions by means of a rubber stamp, mechanical device, or computer software program. These alternative methods of signing must include either a facsimile of the individual preparer’s signature or the individual preparer’s printed name."
https://www.irs.gov/irb/2004-33_IRB#NOT-2004-54
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Level 2
last updated ‎December 06, 2019 5:45 PM
thank you very much and yes they are now an ex client and the accountants they met with said it was illegal that the return did not have my actual signature on it
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Level 15
last updated ‎December 06, 2019 5:45 PM
You're welcome.  
As a side note, something tells me the new accountants aren't exactly the cream of the crop. :smile:
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 2
last updated ‎December 06, 2019 5:45 PM
I agree, thank you.
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last updated ‎December 06, 2019 5:45 PM
report you. lol. that pretty funny
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Level 15
last updated ‎December 06, 2019 5:45 PM
"...the accountants"
What are the credentials of these "new accountants"?  
Perhaps YOU should be reporting them for their lack of professionalism :smiling_imp:
Former Chump... umm.... AllStar.
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