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- Re: Sending a 2023 tax return by pdf to client
Sending a 2023 tax return by pdf to client
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Mike37
Level 1
4 weeks ago
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Home owner wants to send electronic version of 2023 & 2024 tax returns, so he can forward them to his Bank.
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2 Comments 2
Just-Lisa-Now-
Level 15
4 weeks ago
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Do these instructions not work? Be aware, the pdf will have a password, sometimes lenders frown upon this, do you have as secure portal that you could upload a non-password protected PDF?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
ljr
Level 9
2 weeks ago
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most banks also have a fax number that goes right into their computer - you could ask for that and fax it to them or have client scan his own copy and send.
