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Level 2
February 12, 2021
Question

Send a copy of the tax return to the client for review

  • February 12, 2021
  • 1 reply
  • 10 views

The client wants to review their tax return before I send them the efile authorization form.  Does ProSeries have a feature that allows me to send the tax return securely to the client without a request for an eSignature for Form 8879?

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1 reply

Camp1040
Level 10
February 12, 2021

That does seem like the proper order of events...review and then sign.

I'm not sure if professional has that feature, I use basic and I send password protected file using Bullzip virtual printer.