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jb40
Level 1
July 9, 2020
Question

How do I save Form 1040 as a pdf to send to my client

  • July 9, 2020
  • 2 replies
  • 18 views

I have a client who wants his 1040 in pdf form to forward to a banker.  To avoid scanning the return is there a way within ProSeries to save as a pdf

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2 replies

lbones
lbones
Level 6
July 9, 2020

Click on print return icon and then click on print to PDF.  It will save to PDF.

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    July 9, 2020

    You can do it from within the program, but it will send the entire thing, federal and state along with all worksheets, vouchers, invoice and client letter....whether you want all of that to go to the lender, Im not sure.

    I sort out the unneeded stuff and scan only what a lender needs and send that.  Recently Ive had lenders requesting the signed Efiled signature pages or a signed copy of the return also, but you wont be able to include that in the PS generated pdf.

    Heres the screen where you can choose to print to pdf.

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