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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Re: Send a copy of the tax return to the client for review
Send a copy of the tax return to the client for review
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pc321
Level 3
02-12-2021
04:35 PM
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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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Camp1040
Level 11
02-12-2021
04:56 PM
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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.
