Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Client Letters not included in e-signature request
Client Letters not included in e-signature request
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
cjohnson7
Level 1
06-07-2021
07:34 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
14strings
Level 3
06-09-2021
01:09 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
