What do other CT preparers do when you have a client who will not e-file? Do you write up something for them to sign? Does your software have a form? Do they mail it in with the return? Do you keep it like you do Forms 8879? Have you had any correspondence from CT re not e-filing? (This is only my second year out on my own after being under the umbrella of a corporation, so it's the first year I "qualify" to e-file ALL returns.) I have a client picking up this week who must mail their returns.
-
-
CT preparers
I'm not a CT preparer, but doesn't CT have a provision for an Opt-Out form for client signature?
New York does.
Ask your software company tech support.Uncle Sam, CPA, EA. ARA, NTPI Fellow -
I'll call...
HRB had an opt-out form for CT. NY does, I know from using it a lot when at Block and they'd let us e-file only our home state. Realize I didn't print out anything from the software last year, but I was OK having not yet filed many returns under my own number. I'll call support. Thanks for answering.Comment
-
Diy
Well, my very pricey ProSystem fx does NOT have a CT opt-out form (does for NY). They have a "footnote" which will print right after the CT return. I used the verbiage someone gave me on the ATX Community taken from the CT site and included it for their signature as part of their CT return to mail in. And, I have a copy for them to sign for me to keep. I also made a suggestion to Pro fx!Comment
Comment