Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- client letters/copy of tax return
client letters/copy of tax return
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
tfoti
Level 2
02-23-2024
10:26 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
