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
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
- :
- 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
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
pc321
Level 3
02-12-2021
04:35 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
Camp1040
Level 11
02-12-2021
04:56 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
