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Delivery of tax return method

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Delivery of tax return method

lstonecpa

It would be nice to have a place to indicate the client preferred method of getting tax return to them (i.e. pdf through esignature, postal mailing, email, pick up, deliver).  It could be in miscellaneous screen under organizer miscellaneous. and would be nice if can put in columns on client screen

Thanks for the idea to provide customer the option for delivery method of their tax return (e-signature, postal, email, pick up or delivery) . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange
 

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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Vote now if this is a good idea
1 Comment
Intuit_Ruben
Moderator
Moderator
Status changed to: Open for voting

Thanks for the idea to provide customer the option for delivery method of their tax return (e-signature, postal, email, pick up or delivery) . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange
 

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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