One more duty we must perform

[Uncle]

This can be automatic

I use Drake. After the return is accepted by IRS, I print out the forum 9325, it has the DCN number, and the accepted date. We then insert this in the clients copy of their return. OR we mail the 9325 to the client, with the acceptantance date highlighted.

If you capture the client's email address, Drake can email the 9325 directly to the taxpayer upon acceptance.

[PIGLEE]

I use Drake. After the return is accepted by IRS, I print out the forum 9325, it has the DCN number, and the accepted date. We then insert this in the clients copy of their return. OR we mail the 9325 to the client, with the acceptantance date highlighted.

[taxmandan]

In reading IRS Pub 1345 I see on page 30 that we must KEEP a copy of the
ACK or acknowledment files for IRS accepted returns AND the form 8453. I believe that
the IRS ACK's are kept in my computer. Is that sufficient? Or must we PRINT it out?
And must we attach a copy of the IRS ACK to the client's 8879 form along with W-2
forms, etc.? AND we must include a printed copy of the 8453 as part of the clients return
copy. My software does NOT display the form 8453 as being able to be printed. I also
noticed that in Drake Tax Software the form 8453 is blank after the return has been
e-filed. Surely IRS does not want a bunch of blank 8453 forms to be kept. Must we
then PRINT and keep every 8453 BEFORE the return is e-filed since only then does
the form 8453 have any data on it?

I don't print the ACKs files out, my software company has the records. I do make backup copies of the records just in case. When a return is completed, I save a copy in .pdf format as the preparers copy and that includes the 8453, again backed up a couple of times to different places for safe keeping, this is before it is efiled. Since the 8453 isn't a signed document it would be easy to reproduce one if needed, but a saved .pdf copy is a good backup.

[dyne]

In reading IRS Pub 1345 I see on page 30 that we must KEEP a copy of the
ACK or acknowledment files for IRS accepted returns AND the form 8453. I believe that
the IRS ACK's are kept in my computer. Is that sufficient? Or must we PRINT it out?
And must we attach a copy of the IRS ACK to the client's 8879 form along with W-2
forms, etc.? We MUST include a printed copy of the 8453 as part of the clients return
copy. My software does NOT display the form 8453 as being able to be printed. I also
noticed that in Drake Tax Software the form 8453 is blank after the return has been
e-filed. Surely IRS does not want a bunch of blank 8453 forms to be kept. Must we
then PRINT and keep every 8453 BEFORE the return is e-filed since only then does
the form 8453 have any data on it?