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Level 3
February 16, 2021

How Do You Submit Form 8879 To Your Clients?

  • February 16, 2021
  • 2 replies
  • 18 views

I am new to ProSeries and was wondering how other accountants send Form 8879 to their clients.

Was not sure if I should sign up for DocuSign or issue them on my own.

Thanks.

    This topic has been closed for replies.

    2 replies

    IRonMaN
    Level 15
    February 16, 2021

    I hand them to the client along with their copy of their return, or I mail them along with their copy of their return, or I e-mail them along with a copy of their return ---------------------- depending on the client's needs.

    Slava Ukraini!
    TAXOH
    Level 10
    February 16, 2021

    @IRonMaN   Again!!  You were faster than I was.

     

    TAXOH
    Level 10
    February 16, 2021

    Most of my clients come back and sign.  Some I mail their tax returns to and they sign the 8879 and mail back.  And some I email their stuff to them and they sign and either email back or mail back.

    IRonMaN
    Level 15
    February 16, 2021

    Good answer 😁

    Slava Ukraini!