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Level 3
September 15, 2021
Question

Client email on bottom of 1040

  • September 15, 2021
  • 3 replies
  • 19 views

I just noticed that printing a 1040 in Proseries Basic includes a clients email address on the bottom of the 1040. How can I prevent this?

This topic has been closed for replies.

3 replies

Camp1040
Level 10
September 15, 2021

Remove the email address from the federal information worksheet.

PATAX
Level 12
September 15, 2021

@Camp1040 @TNT1 👍 that information is not required and not necessary to electronically file a federal return but there are a few States, like WV, I believe that do want the email address...

Just-Lisa-Now-
Intuit Community Champion
September 15, 2021

Started in an update a month or 2 ago.  No options to block it from appearing on the paper return, whether or not it gets sent with an Efiled return, I have no idea.   

I just know I dont want IRS or state tax agencies to ever Email any of my clients, so I dont collect them within the tax program.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
PATAX
Level 12
September 15, 2021

Lisa before e-filing their return print a copy and if that email address prints then it is probably being efiled also

Level 5
February 21, 2022

The email address is still printing even after overriding, deleting and saving tax return in ProSeries Professional.   If removed from the worksheet, it will print without it, but you will have to re-enter the email address for future use

Camp1040
Level 10
February 21, 2022

You can't override the email address you have to delete it, like it has never been there. I have my clients email address in my contacts and excel, I don't enter it on the federal information worksheet.

TNT1Author
Level 3
February 21, 2022

How about a check box next to the email asking if you want the email to be included on the filed return.