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user68683
Level 2
February 27, 2023
New

For married couples, would be nice to also be able to email the tax return to the spouse

Related products:ProSeries
  • February 27, 2023
  • 3 replies
  • 7 views

We have a lot of clients that the spouse is the one to review the tax return.  It would be nice, when emailing the returns for review, to have the option to send to one or both emails on file.

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    3 replies

    itonewbie
    itonewbie
    Level 15
    March 4, 2023

    How then do you get the e-signature from the spouse?  The spouse is supposed to review the return before electronically signing the return.  Perhaps I'm missing something?

    ---------------------------------------------------------------------------------Still an AllStar
    Skylane
    SkylaneIntuit Community Champion
    Intuit Community Champion
    March 4, 2023

    Suppose you could put the spouses email address in the taxpayers email field……l

    If at first you don’t succeed…..find a workaround
    U
    user68683Author
    Level 2
    March 7, 2023

    Hi Skylane, I do this but then have to remember to go back and change them back when I am sending the DocuSign for each to e-sign. 

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