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dbtax65
Level 1
January 8, 2021
Question

emailing tax returns

  • January 8, 2021
  • 1 reply
  • 16 views

How do I email an encrypted tax return to a client. 

This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
January 8, 2021

Here're the steps you can follow: https://proconnect.intuit.com/community/manage-passwords/help/email-your-client-s-tax-return-as-a-password-protected-pdf-using/00/4954

Alternatively, you can also use Intuit Link to share the return with your client without having to encrypt the file.

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