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Record-keeping requirements for return preparers Form: What You Should Know
A) In general. A return, claim for refund, or any other document filed by a return preparer with the taxpayer should be made and furnished to the taxpayer within 14 days after filing such return, claim for refund, or document. Failure to comply with the 14-day time frame may render an amount of non-federal income tax, penalties, or interest due on such return, claim for refund, or document due. (B) Filing requirements. In order to comply with the above requirement, the return, claim for refund, or other document filed by a return preparer must— (1) Be an original or an official copy; (2) Be filed in a form that gives the taxpayer written notice that such document is a tax return, claim for refund, or other document filed by a return preparer, and, for the return or claim for refund, or other document, filed or provided to the taxpayer by a return preparer, must include written notice that the return, claim for refund, or other document is a copy of a return, claim for refund, or other document filed by a return preparer; (3) Show the signature or other proper authority of the return preparer; (4) Be signed under penalties of perjury; (5) Have all applicable instructions and a statement signed by the preparer stating that copies to be served on the taxpayer are for his or her records only; (6) Have been furnished to the taxpayer in accordance with §1.6111-8. [C-2] (D) The following are examples of documents that may be made and furnished if the return, claim for refund, or other document has been filed by a return preparer— (1) An original or an official copy of an agency document or a copy of an original or official transcript, provided by the agency. (2) A copy of the returns or other document filed by a student in response to an agency questionnaire, provided by the student's school. (3) A copy of a return or other document filed by parents of a dependent child, provided by the parents or custodian, if required, on behalf of the dependent child. (4) An original or an official copy of records reflecting student activity or attendance at a college or university.
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