client letters/copy of tax return

Forum|Forum|2 years ago
February 23, 2024
1 reply
4 views

Why can you not get your customized client letter and client copy settings when you check the box to send return along with efile authorizations? I also don't want that copy watermarked.

It makes no sense to have to create a pdf to get the version that you want to send to the client and then send as an additional document.

Why are the federal worksheets before the return in all copies? Can you change the order?

And why is the state efile auth coming before the federal? I know how to change the order...but why do I have to?

Am I missing something? Why don't we as the preparer have more choices in what we send to our clients?

M

Michelle7

Level 4

It looks like you posted this 2 years ago but did you ever get an answer. We are new to Proconnect and are having the same issue. Our clients are even getting the "preparer efile instructions" in front of the return. Why would we ever send preparer instructions to a client? Is there a way to customize what is sent?

T

tfotiAuthor

Level 4

You don't ever really get answers from support. Changes have to be posted and then voted on.... Maybe this will get you what you want: Under file return, print to PDF, you can review your print settings for client copy, preparer, goverment etc. Click on the little carrot and it will expand into more detail. You can also arrange the order by dropping and dragging the six dots. Good luck.

M

Michelle7

Level 4

I will give that a try. Thanks!

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