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January 31, 2025
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Batch E-Signature of Engagement Letter for Both taxpayers on joint returns

Related products:Lacerte
  • January 31, 2025
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When using the batch feature to send out an engagement letter, the letter should be going to both tax payers on joint returns, not just the primary.  The primary person listed may not be the one who handles the taxes in the house.  The primary person listed may be physically or mentally incapable of completing the request.  There's numerous valid reasons for this to go to both taxpayers.  Please prioritize updating this feature.