ProConnect Tax Idea Exchange
Submitted by ashtonc on 11-24-2024 10:05 PMWhile ProConnect allows you to create a custom Client Letter and make this the default, it is not what prints with the "Client copy of tax return (watermarked)" in the eSignature request. To do this, you have to manually download the return and upload it as a reference document, defeating the purpose of the ability to customize.
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