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How do you set up an efile confirmation to the client once the tax return has been accepted?

Mel24
Level 2
 
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George4Tacks
Level 15

Manually. You print the confirmation letter and then e-mail or mail to the client. 


Answers are easy. Questions are hard!
Mel24
Level 2

wow, I wish Lacerte sent automatic emails. This should be in the program to do. Thank you for your response

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George4Tacks
Level 15

Vote for it here https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/automate-client-notification-of-ir...

This is how changes sometimes get incorporated into the program from user wishes. 


Answers are easy. Questions are hard!
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