Skip to main content
Level 2
January 30, 2020
Question

Pro Series Basic how do I email my client’s tax return as a password-protected PDF

  • January 30, 2020
  • 35 replies
  • 126 views

last year in pro series basic I was able to email my client’s tax return as a password-protected PDF

I can not find how to do it this year in ProSeries Basic

can anyone help please?

thank you in advance 

Cheryl

This topic has been closed for replies.

35 replies

Level 3
January 31, 2020

I am having the same problem. I have called three times (spent over three hours on hold) and no one has been able to help me. The web site says that it is part of the package.

stcrhogAuthor
Level 2
January 31, 2020

could you send me the link where it says that the Pro Series Basic includes the email password protected PDF

thanks

Cheryl

Level 3
January 31, 2020

https://proconnect.intuit.com/proseries/features/

scroll down to where it says utilities and tools

Level 2
January 31, 2020

In talking with customer support, the programmers did not set up the 2019 software to include a Send email feature.  Obviously, we need more people to complain about not being able to do so - so that Intuit will take note and fix it!  This was a very nice feature that was very quick and easy to use and one of the reasons I've been using ProSeries.

Level 4
January 31, 2020

This software price increases by leaps and bounds every year and the quality just gets worst.

Level 3
February 1, 2020

What makes me angry is that their web site says the feature is available. I think that is false advertising. Contemplating contacting the BBB.

Level 4
January 31, 2020

That is no longer available to basic users.  I spoke with a rep.  You can create a pdf and then sen as an attachment in an email.

Level 3
February 1, 2020

Thanks for info.

That was a nice feature in the program.  I agree with other comment regarding prices keep going up sharply and this feature should not have gone away.

Level 5
February 8, 2020

I called Intuit and they are well aware of the situation. It is ridiculous for a program that is so expensive to omit this feature. All they could recommend was to add this to the suggestions on improvements. I did under ease of use. Please go there and add your comments. They said if enough people voted on that..they would bring it back....They would not answer why they did not include it this year. Obviously, it would take a programmer very little time to include this. Not having this options adds so much more time to the return. More importantly, it was never disclosed that they would not have this....There are a lot of other tax software companies significantly less expense that have this option....It's just not right not to inform us before renewal.

Level 3
February 8, 2020

https://proconnect.intuit.com/proseries/features/

On this it says it is offered. Check it out!

 

Level 5
February 8, 2020

If you follow through the links regarding pro series basic emailing feature... the final page  that would describe the feature no longer exist...

I would hope this was an over site and not a petty way of having us upgrade to the full proseries Professional package.
Seriously, Intuit is not making enough money...

IRonMaN
Level 15
January 25, 2023

It's only January 24th and it seems like some of us are already in a pi$$y mood.  How are you folks planning on hanging on until April 18th at this pace?

Slava Ukraini!