I went to "tools for Tax Pros" within TTB web library and I did not locate a form for the taxpayer/client to sign authorizing me to use all applicable data from the taxpayer tax return to quote insurance. Does TTB have one? I am also a member of the NATP and NSA. Does anyone know if either of them have one?
Announcement
Collapse
No announcement yet.
Data Authorization use form
Collapse
Disclaimer
Collapse
This message board allows participants to freely exchange ideas and opinions on areas concerning taxes. The comments posted are the opinions of participants and not that of Tax Materials, Inc. We make no claim as to the accuracy of the information and will not be held liable for any damages caused by using such information. Tax Materials, Inc. reserves the right to delete or modify inappropriate postings.