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S
SLOCalCPA
Level 3
October 14, 2021
Question

eSignature - can I attach a password-protected Client Copy tax return with eSignature?

  • October 14, 2021
  • 1 reply
  • 10 views

If I password-protect a Client Copy of a tax return using Lacerte, can I then send that password-protected file using eSignature?

This topic has been closed for replies.

1 reply

M
machatz
Level 3
October 15, 2021

Yes, or at least I have before.  I attach the return as a "reference document" in the drop-down menu when requesting e-signatures.  

S
SLOCalCPAAuthor
Level 3
October 15, 2021

Thanks!  But I may need to contact Lacerte directly, as I'm trying my 5 free eSignatures, and when I try to attach and send it as a "reference document" I get an error message and it won't send it.  Perhaps the error message relates to something else...

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