By law we provide a copy of the filed return to the client. Do they feed it to their dog?
What happens is everytime they need a copy for a refi or home purchase, etc they call and ask me to send one to their "whomever".
I never used to charge for this service but I am now. I figure if the IRS can ask 58. for a copy I can ask 50. and include the state.
With the new 7216 requirements it slows down the process. I had a broker try to give me the IRS form and told him that was not acceptable. I emailed him a pdf copy of my 7216 form and a bill for two years. He didn't want to pay the bill for something he had not seen yet!
The client thinks we are being the bad guy and not being cooperative. I think the "third-party" communities need to be educated by their companies about tax info requests.
So how have you been handling this?
What happens is everytime they need a copy for a refi or home purchase, etc they call and ask me to send one to their "whomever".
I never used to charge for this service but I am now. I figure if the IRS can ask 58. for a copy I can ask 50. and include the state.
With the new 7216 requirements it slows down the process. I had a broker try to give me the IRS form and told him that was not acceptable. I emailed him a pdf copy of my 7216 form and a bill for two years. He didn't want to pay the bill for something he had not seen yet!
The client thinks we are being the bad guy and not being cooperative. I think the "third-party" communities need to be educated by their companies about tax info requests.
So how have you been handling this?
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