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- AUTOMATIC PDF PRINT TO DOCUMENTS TAB
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AUTOMATIC PDF PRINT TO DOCUMENTS TAB
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AUTOMATIC PDF PRINT TO DOCUMENTS TAB
AUTOMATIC PDF PRINT TO DOCUMENTS TAB
Submitted by VINITHEPREPARER on 03-25-2025 04:03 PMI think there should be an easier way to access client returns in a pdf format.
In particular, just like how a client can view their return easily by us hitting "share pdf via link", there should be a button to say something like "print pdf to documents" so that preparers and staff can easily view returns in clients' profiles.
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