Sample Letter for TP who wish not to efile

[ILLMAS]

Here is a sample letter to use if your client wishes not to efile his/her tax return for whatever reason. The IRS is going to be doing more compliance checks, so it's a good idea to have something in your files.

MAS

SCAN5586_000.pdf

[Lion EA]

Thank you very much.

[grandmabee]

there is a special form you fill out and mail with the paper filed return. I am not at my office and don't remember the form number right now. it is new this year

[Terry D EA]

It is form number 8948 which is still in draft form. I do like the cover letter as well. Don't think you can overkill CYA on compliance issues. I know I use a client interview form that asks all the due diligence for EITC which I require the client to sign prior to preparing the return. Stays in their file with the 8867. Here is a link to the draft form:

http://www.irs.gov/pub/irs-dft/f8948--dft.pdf