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client letters/copy of tax return
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tfoti
Level 2
02-23-2024
10:26 AM
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Why can you not get your customized client letter and client copy settings when you check the box to send return along with efile authorizations? I also don't want that copy watermarked.
It makes no sense to have to create a pdf to get the version that you want to send to the client and then send as an additional document.
Why are the federal worksheets before the return in all copies? Can you change the order?
And why is the state efile auth coming before the federal? I know how to change the order...but why do I have to?
Am I missing something? Why don't we as the preparer have more choices in what we send to our clients?
