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E-mailing pdf tax return through Lacerte program
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Mustang65
Level 1
08-31-2020
01:07 PM
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How can you verify a pdf tax return was e-mailed through the Lacerte program. I have sent a pdf tax return through the program via e-mail but the client says he never received. The e-mail address was correct.
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User FIDO 61
Level 8
09-01-2020
10:39 AM
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In my experience Lacerte uses an external application for e-mail functionality. For example I use Microsoft Outlook. All sent e-mail resides in the Sent Folder - unless otherwise configured by a user and/or administrator.
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