client authorization for return release

Now that the IRS is requiring authorization from the client before a preparer releases the return to a third party (mortgage companies, auto finance companies, banks, etc), does anyone have a good authorization form they use?

I can see we will have difficulty deciding on what to put in the authorization form, so I'd like some input from the other pros on here.

BTW, it's good to be back on here. Heck, it's good to be anywhere other than my rental property getting it ready to sell.

Reply to
clj1219
Loading thread data ...

See Revenue Procedures 2008-13, I believe, for the form.

Reply to
parrisbraeside

text -

I didn't see a form there.

Anybody got one?

Reply to
clj1219

text -

It's not a form like you would expect, rather a format. If you draft a letter with all those elements in it, you're covered.

ChEAr$, Harlan

and wb.

Reply to
Harlan Lunsford

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.