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Level 1
February 26, 2024
Discussion ongoing

Include the K-1 cover letter when sending return using e-signature

Related products:Lacerte
  • February 26, 2024
  • 1 reply
  • 6 views

When we send a copy of a business tax return to a client through DocuSign, it does not include a copy of the K-1 cover letter for each partner/shareholder.  I suggest that this letter gets included in the signature complete copy so that the business owner can easily send the other shareholders/partners their K-1.

1 reply

Level 7
February 28, 2024

Thanks for the idea to include a copy of the K-1 cover letter for each partner/shareholder. . We are changing the status to "Open for voting".

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