02/22/2024
A Taxpayer's Responsibility
1. Obtain a copy of the entire return, including copies of all schedules, especially itemized deductions or credits.
2. Confirm you understand your return and ask to explain any deductions, credits, and wages claimed in the event of an examination by ADOR or the Internal Revenue Service (IRS).
3. Ensure numbers are correct and schedules add up to the source documents.
4. Ask the preparer to sign the return and list their preparer tax identification number (PTIN). Anyone who is paid to prepare a tax return or claim for refund must register with the IRS and get a PTIN.
Just so you know if your tax return has "self-prepared" at the bottom, and you did not sign the document, it was prepared as if you did it yourself. You will be liable for what was added to that tax return. They used consumer software not professional software to prepare your return.