FORM 9325

[TAXMAN]

I think this was started on other site. When is this form required? In years with HRB we never did this form or even mail out to anybody. I am confused. Say client comes in, signs 8879, we give him completed return,transmit on, get accepted and close file as complete. When should I complete this form(9325) and do I have to mail or have client come back. Seems to me an awful lot of paper or visits by TP or my mail cost is about to go up. Question was raised at a local meeting the other day and I couldn't come up with a short answer. Maybe you'll will have one. Many thanks.

[MN2V]

The 9325 form fills in automatically when efile is accepted.

In my office the client does not get copy of the return until after e-file is accepted. The 9325 is the last form printed and added to the return. I staple it on the left side of the folder, the client letter and return are on the right side. I think it is important for the client to see that their return was accepted...and it helps me also so someone doesn't get lost in the shuffle...

[kcjenkins]

It is not 'required' but should be used if someone actually ASKS for confirmation.

[joelgilb]

I never provide this unless the client asks for it or if they have questions about their refund and they need the phone numbers provided on the 9325

[GeneInAlabama]

In my office the client does not get copy of the return until after e-file is accepted.

Are we not required to give the client a copy of their return at the time they sign the 8879?

[Lion EA]

PRIOR to their signing, supposedly they look it over...

[B. Jani]

I do not efile until have signed 8879. Once accepted, print the final copy which includes 9325. If IRS made the form, I give it to client.