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Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics here.
Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics here.
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- Filing instructions for eFile vs Docusign
Filing instructions for eFile vs Docusign
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Sharon 2026
Level 1
3 weeks ago
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I've talked with Lacerte directly and have been informed that we cannot change the filing instructions delivered by Lacerte - nor can we add an additional filing instruction specifically for DocuSign. The only option is to edit the client letter that I think would confuse the customer even more. How do other clients handle this scenario?
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