I am new to ProSeries and was wondering how other accountants send Form 8879 to their clients.
Was not sure if I should sign up for DocuSign or issue them on my own.
Thanks.
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I hand them to the client along with their copy of their return, or I mail them along with their copy of their return, or I e-mail them along with a copy of their return ---------------------- depending on the client's needs.
Most of my clients come back and sign. Some I mail their tax returns to and they sign the 8879 and mail back. And some I email their stuff to them and they sign and either email back or mail back.
Good answer 😁
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