Skip to main content
Level 1
April 18, 2025
Question

Email notifications to taxpayers upon successful e-filing

  • April 18, 2025
  • 4 replies
  • 14 views

Is there the possibility to opt for automatic notifications to be sent to taxpayers upon successful e-filing of their returns? If this is not an option, it should be one!

This topic has been closed for replies.

4 replies

IRonMaN
Level 15
April 18, 2025

No there isn't such an option.  And that's all I will say about it today.

Slava Ukraini!
GodFather
Intuit Community Champion
April 18, 2025

Certainly would be nice. 

dascpa
Level 11
April 18, 2025

The issue with what you want is that most likely it would send notification of the Federal acceptance but what about those states and those that don't acknowledge right away, or the FBAR which could take longer.

Once a day I send out one email with bcc (blank carbon copy) to all the clients who are 100% accepted. It is an extra step.  Prior to that I had postcards printed up and would just drop them in the mail.  50% never made it to the recipient.

 

 

IRonMaN
Level 15
April 18, 2025

Clients pay us to properly prepare and submit their tax returns.  We give them a copy of the return before the return is submitted.  I’m not sure why we need to submit proof to the clients that the return was accepted.  Back in the days of paper filing, did preparers provide their clients with USPS certified receipts that the IRS received their tax returns?

Slava Ukraini!
dascpa
Level 11
April 18, 2025

I disagree with you. Back in the day - - I never mailed in to the government the tax returns. The client handled that themselves. But today, the client drops off, mails, uploads, emails, or faxes their signed forms to us. They have no idea we actually received them and no idea we submitted their returns. This extra small step is a way for them to feel comfortable we completed their job and it also promotes goodwill with the client.

IRonMaN
Level 15
April 18, 2025

But you give them a copy of the return when you are done.  If my clients don’t trust me to complete the job they paid me for, they should consider going elsewhere.

Slava Ukraini!