Client checklist - can we send to both Taxpayer and Spouse?

Forum|Forum|3 years ago
January 25, 2023
1 reply
12 views

I want to send a Proseries client checklist via email to both spouses. However, unless I send it manually as a PDF attachment, it only sends the automated email to the first taxpayer. I want to send it to both because often the secondary taxpayer is the one who handles the tax info. Is there a setting that allows me to send the email to both spouses rather than just one?

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Skylane

Intuit Community Champion

1.Print to file and then send the pdf to as many people as you like

2. Print to paper and try the USPS

3.Create 2 MFS files and send an organizer to each as you described or

4. #3 via Intuit link

If at first you don’t succeed…..find a workaround

cottencpaAuthor

Level 2

Thank you for the response. I appreciate your thorough list. It seems as I thought that only workarounds exist. Would be nice to have a tax matters person to click. Would be much more efficient and simple to implement. I was hoping there was something that I missed.

Accountant-Man

Level 13

Change the TP's email to be the Spouse's instead.

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