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proseries encrypted pdf

LH23
Level 1

How do you get the password to the client

 

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4 Comments 4
abctax55
Level 15

Personally, I use carrier pigeons.

I

I

I

I

At a minimum, you send it separately from when you send the file.  Either e-mail, text, or (gasp) a phone call.

"Tax software is no substitute for a professional tax preparer"
IRonMaN
Level 15

"Personally, I use carrier pigeons"

I used to do that, but I got tired of cleaning up after them.🐦


Slava Ukraini!
abctax55
Level 15

Well, my husband insists on getting one (sometimes two, if Carlos is being nice...) papers each day.  Actual physical, get newsprint on your hands, newspapers. 

So I can have those to use for the P.P. issue (pigeon poop).

"Tax software is no substitute for a professional tax preparer"
Accountant-Man
Level 12

In olden times,  like 2 or 3 years ago, the program automatically assigned it. SSNcity5DIGITZIPCODE.

IE, 123456789clarksville90210

Just tell them. They should know these pieces of info.

** I'm still a champion... of the world! Even without The Lounge.
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