bank letters- vent

[grandmabee]

What's up with the banks wanting us to write letters stating the client mailed their prior year return. I have done several non filers this year( of course only reason they filed was because they want a loan) and they come back and ask for a letter on my letterhead. This last one I told her take the return to the bank sign and have them mail it. That should be all the proof they need. If they need a letter they can write it on their own letterhead. I hate dealing with this during tax season. It would be nice if the non filers came in during slow time of year.

[michaelmars]

YOU always have the option of not taking them on. i would never certify my client filed a return, even if i efiled it they could have amended it themselves and hour later. the banks should verify the taxes with the irs not the preparers

[Lloyd Hudson]

YOU always have the option of not taking them on. I would never certify my client filed a return, even if i efiled it they could have amended it themselves and hour later. the banks should verify the taxes with the irs not the preparers

My experience has been that they wanted a letter stating that we had prepared their return/s for year in question. I would not use verbiage that we had "filed" return