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How do I send it to my client to review the return before filling it?

heshy1
Level 1
Form 1040
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2 Comments 2
George4Tacks
Level 15

Print a copy to pdf and either send via Link, password protect and send via e-mail or use a secure drop box for pickup. 


Answers are easy. Questions are hard!
jeffmcpa2010
Level 11

Or print a paper copy for the client, if that is what they prefer.

I do one of two things 

  • Paper copy about 80% (I and most of my clients are old fashioned.) Delivered before filing return, some picked up and some by US mail as whichever works best for the client.
  • Email password protected copy direct from Pro Series for all those for whom that works, the other 20%