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Level 1
January 31, 2024
Discussion ongoing

Efile Acceptance Letter attached to the Tax Return automatically

Related products:Lacerte
  • January 31, 2024
  • 1 reply
  • 3 views

This is in regards to the Efile Acceptance Letter being attached to the Tax Return automatically so when a return is either printed or sent through Email the client can view it without have to open a second email with the letter in it.   I've had to print and actually mail the letter to many clients which takes up:   time,  postage, envelopes,   ECT.

This would be great game changer for all efile clients.

 

Just a thought!!!!

 

Thank You for reading this

 

 

 

1 reply

Level 7
January 31, 2024

Thanks for the idea to attach the Efile Acceptance letter to the customer's tax return in order to streamline the process. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange

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