Tax returns for clients

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Shar-ley
Shar-ley Registered Posts: 28 Regular contributor ⭐
Hi

Im just wondering when you do a tax return for a client do you ask them to sign anything to say everything they have given you is business related etc? If you do get them to sign something do you have a copy of it?

Thanks

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  • mrme89v2
    mrme89v2 Registered Posts: 8
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    If you ask them to sign a copy, presumably to cover your own back, and don't retain a copy, what is the point in asking the client to sign something?
  • Shar-ley
    Shar-ley Registered Posts: 28 Regular contributor ⭐
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    Hi

    I mean if you ask them to sign a letter do you have a copy of the letter you ask them to sign? Haha.

    Thanks
  • Shar-ley
    Shar-ley Registered Posts: 28 Regular contributor ⭐
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    I mean a template does that make sense?
  • mrme89v2
    mrme89v2 Registered Posts: 8
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    Shar-ley said:

    Hi



    I mean if you ask them to sign a letter do you have a copy of the letter you ask them to sign? Haha.



    Thanks

    Yes?

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