Marc,
Some PDF writers can insert digital signatures. Have you tried that? You can do it with the Adobe program. I’m not sure about some of the other PDF writers, which are less expensive. The way I understand it, the PTIN does not constitute a signature. Our tax program will insert a printed signature, which satisfies the requirement.
Another question that comes to mind is whether the PDF returns meet IRS specifications. They’ll probably accept them, especially for old years, but technically, I wonder whether they qualify.
John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax
651-773-5000
FAX 651-457-4529
equitax@unique-software.com
www.equitax.net
From:
Sent: 09/24/2008 12:35 PM
To:
Subject: Re: [taxchat] Preparer Signature
I have a question about the preparers signature at the bottom of the 1040.
I am preparing past years tax returns for clients who want the pdf file sent, it is quicker and saves postage, etc...
My question is, does the tax return need my signature if my PTIN is at the bottom?
I think all the return needs is the taxpayers signature, but I can't seem to find a citation or reference that backs up this notion. Can anyone help me find the specific reference that allows me to let the return go out to the client for the client's signature and then on to the IRS with only my PTIN and not my signature at the bottom?
Thanks,
Marc
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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