AURORASKY
Level 1
04-11-2020
10:47 PM
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I am new st this. How do I send a client's tax return to them online? They are in another state.
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Level 15
04-12-2020
08:05 AM
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I don't think Basic has a way to do that through the program.
You'd have to print to PDF (or run it through your scanner and save to pdf) then use a 3rd party program to password protect and attach to email like any other file you'd send in email.
I use Bullzip for password protecting files for Email.
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dukealexmoore
Level 2
04-12-2020
09:37 AM
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If you are preparing your returns with ProConnect simply use Intuit Link.
- Navigate to the client.
- Click View Return
- Look towards the top and click File Return
- On the left side under Print click View/Print Return PDF
- Click on Share PDF via Link
IRonMaN
Level 15
04-12-2020
10:56 AM
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Basic doesn't do it. You do have to do your own thing. Personally, I use Adobe for that stuff.
Slava Ukraini!