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54500
Level 3
December 18, 2020
Question

can I email a clients return to their financial advisor and if so how?

  • December 18, 2020
  • 2 replies
  • 11 views
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2 replies

George4Tacks
George4Tacks
Level 15
December 18, 2020

Best choice is e-mail to client and have them do with it as they wish. YOU should have written permission from the client before ever sharing any client information with a third party.

https://proconnect.intuit.com/community/print-a-file/help/how-do-i-email-a-pdf-copy-of-the-tax-return/00/5228

but even better see the last pop out in https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339

 

Answers are easy. Questions are hard!
    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    December 18, 2020

    This is from IRS bulletin 2013-3:

      the general rule under section 7216 prohibits the disclosure or use of tax return information unless a written consent is obtained or an exception applies.

    Here is link: 

    https://www.irs.gov/irb/2013-03_IRB#TD-9608

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