Discussion ongoing
File name for 8879 in Intuit Link client shared document folder
PTO already has a nice feature allowing preparers to print/view "eSig Docs" and to send these same eSig docs to our clients via Intuit Link (if we haven't signed up for client eSignature authorization).
Suggested improvement: change the file name from "2022 1040 Other (date)" to "2022 eSig Docs (date)" or "2022 Form 8879 (date)" or something similar to make it easier for clients to distinguish these from the entire tax return file when accessing via Intuit Link shared document folder .
On a related topic, I believe it has been requested previously to allow one to mask the client's SSN when printing tax forms without ANY watermarks.
Thank you!
