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Delivery of tax return method
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Delivery of tax return method
Delivery of tax return method
Submitted by lstonecpa on 03-19-2024 03:48 PMIt 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
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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".
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