E-File Confirmations Required?

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  • David1980
    replied
    Originally posted by Pub 1345
    The ERO must, at the request of the taxpayer, provide the Declaration Control Number
    (DCN) and the date the electronic individual income tax return data was accepted by
    the IRS. Form 9325, Acknowledgment and General Information for Taxpayers Who File
    Returns Electronically,may be used for this purpose. The ERO must also, if requested,
    supply the electronic postmark if the Transmitter provided one for the return.
    Keywords are "at the request of the taxpayer". It also doesn't have to be 9325, just something giving the DCN number and ack date. Of course if you're in the normal practice of sending it out, that's awesome. Makes it much harder to "miss" a rejected return and find out next year when the taxpayer asks how come they're getting IRS letters.

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  • Gretel
    replied
    I don't know where to find the rule but I am pretty sure that form 9325 is part of the electronic part of the tax return and therefor is required to give to the client.

    I always mail these forms after the tax returns have been accepted. It's also nice for the clients to see when they can expect to get their refunds.

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  • krazykev
    started a topic E-File Confirmations Required?

    E-File Confirmations Required?

    I have wondered about this for a few years and have not been able to locate a definitive answer in the e-filing pubs (1345 & 1345A). My software (TaxWorks) produces an e-file acceptance confirmation letter that can be emailed or printed out for the client. For my clients who have provided email addresses I always send it to them, but for the other clients I have not been mailing these letters to them (although I keep a copy for my records). Are these confirmations required to be sent out and if so where is this rule explained?

    Thanks!
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