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Level 1
August 31, 2020
Question

E-mailing pdf tax return through Lacerte program

  • August 31, 2020
  • 1 reply
  • 7 views

How can you verify a pdf tax return was e-mailed through the Lacerte program.  I have sent a pdf tax return through the program via e-mail but the client says he never received.  The e-mail address was correct.

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1 reply

User_61
Level 7
September 1, 2020

In my experience Lacerte uses an external application for e-mail functionality. For example I use Microsoft Outlook. All sent e-mail resides in the Sent Folder - unless otherwise configured by a user and/or administrator.

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