Deliverables Streamlined - Action Required PDF and Client Copy PDF

[JasonGray]

After completing the tax return, it's crucial that Client Deliverables are straightforward and comprehensible for the client. Presently, with client e-signature authorization, we can dispatch a complete tax return and Form 8879 simply by selecting the appropriate box. To include additional documents, manual insertion into the send package is required. Typically, software providers include an 'Action Required' PDF containing all necessary client actions, such as the Client Letter, Engagement Letter, Form 8879, Bank Verification for Direct Deposit, Payment Vouchers, and Estimated Quarterly Payment Vouchers, as needed. It would be beneficial to have a firm-specific setting that defines the deliverables to reduce manual uploads. Additionally, enabling e-signatures for Form 8879, the engagement letter, and direct deposit would be advantageous. It's my belief that firms transitioning to a web-based solution prefer their deliverables to be as streamlined as possible.