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Old 02-11-2021, 01:08 PM
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Question Tax Question

Had an old client from 5 years ago contact me needing a tax statement from that long ago. Do I have to give it? She got one back then but lost it.
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Old 02-11-2021, 01:47 PM
Join Date: Jan 2019
Location: Massachusetts
Posts: 40

No you don't have to give her anything, this person isn't your client anymore and she should be responsible to keep those things in place.
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Old 02-11-2021, 02:00 PM
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Cat Herder Cat Herder is offline
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Join Date: Dec 2010
Posts: 13,753

I would not have an issue as mine are now in adobe so can easily be emailed.

If I had to dig through my old filing cabinet and make a copy I'd charge $25.
- Unless otherwise stated, all my posts are personal opinion and worth what you paid for them.
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Old 02-12-2021, 10:33 AM
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Snowmom Snowmom is offline Member
Join Date: Jan 2015
Location: USA
Posts: 1,685

Do you even have the records?
Even the IRS standard for keeping records is 3 years. I'd say NO unless it was easily accessible.
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