Mike37
Level 1

Home owner wants to send electronic version of 2023 & 2024 tax returns, so he can forward them to his Bank.

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Just-Lisa-Now-
Level 15
Level 15

Do these instructions not work?  Be aware, the pdf will have a password, sometimes lenders frown upon this, do you have as secure portal that you could upload a non-password protected PDF?


https://accountants.intuit.com/support/en-us/help-article/email-reports/email-tax-return-password-pr...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
ljr
Level 9

most banks also have a fax number that goes right into their computer - you could ask for that and fax it to them or have client scan his own copy and send. 

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