Form 8948 (paper file) letter instruction inclusion

Is there a spot in the Client Letter options to instruct client to sign and return Form 8948 (federal and state) if they choose to paper file? Or do we have to add this instruction for those clients through notes?

Sorry I meant the Form 8948 Opt Out statement the taxpayer(s) have to sign, (which the program produces) for the preparer to retain in their files.  No Lacerte auto-instruction included in the client letter defaults?

 

Answer

Recommended Opt out letter below  by the IRS that the preparer should have signed and maintained in his records, then of Form 8948 just check box for Client Opted OUt

 

Date:___________ RE: Federal Income Tax Return for Tax Year 2010
Our Federal Tax Return Preparer whom is (Preparer Name)has informed me that he may be required to electronically file our 2010 Individual Federal Tax Return Form 1040 if he files it with the Internal Revenue Service on our behalf.
We DO NOT want to file the return electronically and choose to file my or our return on paper forms. My preparer named above will NOT file my or our paper return with the Internal Revenue Service, and I or We will file and mail the return to the IRS ourselves.
In addition I or We hereby assume full responsibility for filing and mailing the said return for 2010 to the IRS to comply with Internal Revenue Service Regulations for timely filing.
I or We was NOT influenced by (Name of Preparer)or any member or associate of his firm to sign this statement
 

Client Signature       Client SSN     Date

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