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eSignature standard forms with client copy

goreta
Level 1

When starting a new eSignature request the standard forms are included with control boxes to check. One of these is the 'Client copy of tax return'. However, once you click to start new request after checking the client copy to be included, when you get to the next screen you see that the "Complete copy of tax return' is attached - not the client copy. This showing all documents included not necessary to send to the client. 

To get the actual client copy of the return you have to print the return to a .pdf document, download it, then upload it again as a reference document.

It would be so convenient to have the actual "Client copy of tax return' to be available to just click! I hope this feature can be added. It seems like that was the intent, it just does not transfer to the next screen.

1 Comment 1
IntuitGabi
Community Manager
Community Manager

Thanks for reaching out about this. We're looking into it. 

0 Cheers