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cjohnson7
Level 1
June 8, 2021
Question

Client Letters not included in e-signature request

  • June 8, 2021
  • 1 reply
  • 8 views

Does anyone know why the client letters and filing instructions are no longer kicking out with the e-signature request via DocuSign?  I realized recently that it stopped sometime in late March or early April.  Is there a remedy for this?

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1 reply

1
14string
Level 4
June 9, 2021

The taxpayer copy that e-signature sends is a joke. Way too many unnecessary pages. Nobody needs or wants all those worksheets that are not part of the return. The days of making a  taxpayer copy thick to look impressive are long gone. What I do is save a filing copy of the tax return with client letter as first pages. Then in e-signature uncheck the box that says send the taxpayer copy but on next screen add a reference document then point to the filing copy I created.

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