How to File EPCRS For a Client

[austin3515]

Can someone explain from 30,000 feet how I would go about filing a VCP on behalf of a client through that pay.gov system?  Do I need to have them send me a check for the fee, so that I can pay with a credit card?  Is there another way?  We used to just have them sign things and send everything back to us.  I certainly don;t want my clients data entering an 8950 and following a 15 step set of instructions to file.  I appreciate any help y'all can provide. 

[BG5150]

That's the way we do it.  Check or CC to us, then we file with our CC.

[IhrtERISA]

Following up on this thread, I am filing my first VCP on behalf of a client under the new pay.gov procedures. 

In filing Form 8950 via pay.gov, does anyone see any issues with the preparer (attorney authorized under Form 2848) signing the Form 8950 as opposed to the client/applicant? I understand that the new process requires a declaration be signed by the applicant, and specific language included in the Form 2848 in order for the preparer to sign Form 8950. We've just always had the client/applicant sign as the Plan Sponsor in the past. 

Is the general practice to have the client write a check for the filing fee to the preparer, who then makes payment using its own credit card via pay.gov?

 

Thank you!

[austin3515]

" I understand that the new process requires a declaration be signed by the applicant"

I think that's the point of the requirement of the applicant to sign a "under penalty of perjury" statement.  That's the declaration you are referring to.  But I'm glad you bumped this up, we're doing ours in a week or so, and would love to see some more talk!

[Peter Gulia]

For those who want to join the conversation austin3515 invites, here’s a link to the Instructions for Form 8950. 

https://www.irs.gov/pub/irs-pdf/i8950.pdf

 

On its page 2 under “Plan Sponsor Authorization” and its subtopics “Declaration” and “Authorization”, the text speaks to some questions raised above.