Quick answer
How to chase fewer signatures in tax season
Short answer: one spot at a time, a quick check before sending, and fix only what's wrong.
- Get engagement letters and 7216 consents signed before the season, not with the return.
- Send the 8879 with the return and ask clients to review first.
- Send spouses separate links.
- Before sending, check that fields aren't swapped, every signature has a date, and nothing is on the preparer's lines.
- Remind after three days.
- If something's wrong, send back just that spot.
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