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Level 10
March 26, 2026
Question

Tax season Risk management tips from AON

  • March 26, 2026
  • 1 reply
  • 7 views

 

Extensions - permission is strongly advised.  Just an email from the client with permission to extend is good enough, per Aon.

1 reply

Intuit Community Champion
March 28, 2026

Agreed.

I decided to put it in my engagement letter that by signing it, they are authorizing me to file an extension if I deem that one is warranted. So when I file an extension, it's more my expert professional authority "I'm telling you that we're doing this" rather than giving the client the authority by asking "may I?"

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