I want to send a Proseries client checklist via email to both spouses. However, unless I send it manually as a PDF attachment, it only sends the automated email to the first taxpayer. I want to send it to both because often the secondary taxpayer is the one who handles the tax info. Is there a setting that allows me to send the email to both spouses rather than just one?
Thank you for the response. I appreciate your thorough list. It seems as I thought that only workarounds exist. Would be nice to have a tax matters person to click. Would be much more efficient and simple to implement. I was hoping there was something that I missed.
Just don't want to do that because they are entered correctly for e-signatures.Will definitely go a workaround route, even though Intuit could easily make it where I didn't have to waste time doing that. Thanks for giving good input. Much appreciated.
