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Posted

when efile first started i was told at a seminar that we need to keep written logs of when the authorizations were sent/received/return transmitted/accepted.

i have done this for the past couple of years but now i am looking and can't find this in the efile literature. Does anyone know if logs need to be kept for efiled returns. i would think the info in the efile manager should be sufficient.

Posted

If it is required, then I am in trouble. I have always depended on the efile manager.

Someone recommended printing Form 9325 for each client as proof of e-filing (ATX adds info if it's open in the return), but that only gives Federal. I've been printing the ack history as a pdf - gives total history Fed & all states. I put the pdf in the client folder on my computer. I hope I don't need another copy of everyone's under a heading of "2009 ack histories" - what a pain.

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