Your records. It is your responsibility to maintain in your records the documentation necessary to support the data used in preparing your tax returns, including but not limited to auto, travel, entertainment, and related expenses and the required documents to support deductible contributions. If you have any questions as to the types of records required, please ask us for advice. It is also your responsibility to carefully examine and approve your completed tax returns before signing. We are not responsible for the disallowance of doubtful deductions or inadequately supported documentation, nor for resulting taxes, penalties, or interest. We will rely without further verification upon information you provide to us from 3rd parties, including but not limited to K-1’s, 1099’s, receipts, and similar items. Our Records. It is our policy to keep electronic records only. We do not keep any original client records, so we will return those to you after we scan them. When records are returned to you, it is your responsibility to retain and protect your records indefinitely for possible use, including potential examination by any government agencies.
Appears in 2 contracts
Sources: Tax Services Agreement, Tax Services Agreement