Storage of signed 8879's
DMS is organized by client name. Signed 8879's need to be organized by DCN, especially if the tax firm is audited. Does anyone have a solution for this?
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c5iqkaCIGr3PKzacfA8pyY
07/16/09 9:51am PDT
Viewed by asker 01/20/10 3:15pm PST
Viewed by asker 01/20/10 3:15pm PST
2 Replies
Amy-in-PA
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07/16/09 9:54am PDT
I don't use DMS, but could you scan the 8879's twice -- once to go automatically into each client folder, and once that you could transfer "manually" to a folder just for 8879's for a particular year?
Back up before it's too late
Mr_ Boone
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07/21/09 11:43am PDT
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I scan the 8879's into DMS and then keep the paper copy (for audit purposes).
