Going Back To Paper Filing

[Guest Taxed]

Two of my clients are so disturbed with the recent revelations of electronic spying by the Govt. and IRS issues that they have requested that I don't e-file their tax return next year. They are insisting on old fashioned paper filing. They get very small refunds anyways so they are not too concerned about any delays.

I guess this is one way for them to protest. One of them has stopped posting on Facebook too?

I wonder if we are going to see this backlash build up over the summer?

( I guess I will have to up my copy paper order next year)

[Jack from Ohio]

Exaggerated and knee jerk reactions to not having and/or understanding what has been going on. Will these people stop using credit cards, rewards cards at stores, telephones to make calls, sending e-mail, writing checks?

The monitoring by the NSA amounts to them looking at who called who. No listening. (That is ultimately more complex than it looks on NCIS or the Mission Impossible movies). The technology does not exist to monitor the billions of calls made each day.

Unfounded paranoia expressed by uninformed people in irrational ways is sad and funny at the same time.

[Guest Taxed]

These people were more upset about NSA archiving electronic communication, than the phone call issue.

Take any TV network (conservative or liberal) and 24 hours they are talking about this issue?

[Jack from Ohio]

These people were more upset about NSA archiving electronic communication, than the phone call issue.

Take any TV network (conservative or liberal) and 24 hours they are talking about this issue?

Web based e-mail companies have been archiving EVERYTHING for many years. This is not new news.

[mrichman333]

I love the IRS and the Government NOT. I wonder if they monitor this site?

[GeneInAlabama]

We probably should charge more for paper filing since it requires a little more work.

[Jack from Ohio]

We probably should charge more for paper filing since it requires a little more work.

I already do. $20 if the client chooses to paperfile. No extra charge if circumstances do not allow e-filing.

[OldJack]

I have never e-filed and don't intend to ever e-file. Its not my responsibility to file a clients tax return, its the clients! I don't work for the IRS unless they would be willing to pay me.

[JohnH]

Ditto!

[Jack from Ohio]

I have never e-filed and don't intend to ever e-file. Its not my responsibility to file a clients tax return, its the clients! I don't work for the IRS unless they would be willing to pay me.

Ditto!

And you get around the IRS mandate (as real a regulation as any of the others) how?

[JohnH]

No problem whatsoever.

You don't "get around" the IRS mandate at all - you comply with it.

You flle Form 8944 and obtain a letter with a Waiver Reference Number.

[Guest Taxed]

I first started e-filing I think since 1999 or 2000, I hope I don't have to go back to paper filing for a lot of clients who are just doing this as a protest. I saved a lot on wear and tear on the printers and toner cartridges.

[JohnH]

Glad it works well for you and most others.

But one size does not fit all.

For me, e-flinging will never be preferable.

If IRS ever refuses to approve my 8944, that's the year I'll probably retire from the tax preparation business.

[Jack from Ohio]

Glad it works well for you and most others.

But one size does not fit all.

For me, e-flinging will never be preferable.

If IRS ever refuses to approve my 8944, that's the year I'll probably retire from the tax preparation business.

Do you have the plans laid out for your retirement party? I only see the IRS getting much stricter and less accommodating in this area.

[JohnH]

I'm not sure why it would matter to you, unless you just enjoy being under the thumb of the IRS and want everyone else to be in the same boat. Personally, I've never aspired to be their lap dog.

In any event, so far IRS hasn't agreed with your assessment.

My approvals have all arrived in record time, with no questions asked.

I think it has something to do with the way I word the request, but one never knows...

[OldJack]

And/Or you can follow the Rev Proc 2011-25, 2011-17 IRB 725 and have the taxpayer sign and you keep the following statement on file:

>>My tax return preparer [iNSERT PREPARER’S

NAME] has informed me

that [iNSERT s/he] may be required to

electronically file my [iNSERT TAX

YEAR] individual income tax return

[iNSERT TYPE OF RETURN: Form

1040, Form 1040A, Form 1040EZ,

Form 1041, Form 990–T] if [iNSERT

s/he] files it with the IRS on my behalf

(e.g., submits it by mail to the IRS). I

understand that electronic filing may

provide a number of benefits to taxpayers,

including an acknowledgement that

the IRS received the returns, a reduced

chance of errors in processing the returns,

and faster refunds. I do not want

to have my return electronically filed,

and I choose to file my return on paper

forms. I will mail or otherwise submit

my paper return to the IRS myself. My

preparer will not file or otherwise mail

or submit my paper return to the IRS.<<

Signed by taxpayer.

[JohnH]

Thanks OldJack.

If they ever deny my 8944 I may fall back on that and postpone retiring another year or two.

Sounds like it's going to be up to either you or me to be the last one to turn out the lights on the e-flinging happy dance.

[OldJack]

Its going to be you John as I am going to retire now.

[Guest Taxed]

Its going to be you John as I am going to retire now.

Check this out hrblock.com/retire

The area developer keeps on calling me and sending letters with a promise of large upfront cash payment!

Phone # 877-556-2209

[GeneInAlabama]

I would simply walk away from my business before I would sell it to HR Block. I think to much of my clients.

[Christian]

Gee. I was unaware H&R Block would offer to buy a practice out. I'll have to keep that in mind when i pull the plug. With my luck it would likely be a posthumous purchase.

[mcb39]

I would simply walk away from my business before I would sell it to HR Block. I think to much of my clients.

I believe we all get those calls and letters from HRB and (in my case) Liberty every year.

[Jack from Ohio]

Gee. I was unaware H&R Block would offer to buy a practice out. I'll have to keep that in mind when i pull the plug. With my luck it would likely be a posthumous purchase.

I have letters from the past 5 years. Still waiting on this year.

Also received one from Jackson Hewitt last year as well.

I put them on the wall for my clients to see. Adds credibility!!

[Guest Taxed]

Gee. I was unaware H&R Block would offer to buy a practice out. I'll have to keep that in mind when i pull the plug. With my luck it would likely be a posthumous purchase.

Make sure your wife or next of kin knows to bargain hard to get the best deal!

[OldJack]

Check this out hrblock.com/retire

The area developer keeps on calling me and sending letters with a promise of large upfront cash payment!

Phone # 877-556-2209

I have already made arrangements with another CPA friend. Thanks anyway.