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H
heshy1
Level 1
February 16, 2022
Question

How do I send it to my client to review the return before filling it?

  • February 16, 2022
  • 2 replies
  • 17 views
Form 1040
This topic has been closed for replies.

2 replies

George4Tacks
George4Tacks
Level 15
February 16, 2022

Print a copy to pdf and either send via Link, password protect and send via e-mail or use a secure drop box for pickup. 

Answers are easy. Questions are hard!
    J
    jeffmcpa2010
    Level 10
    February 16, 2022

    Or print a paper copy for the client, if that is what they prefer.

    I do one of two things 

    • Paper copy about 80% (I and most of my clients are old fashioned.) Delivered before filing return, some picked up and some by US mail as whichever works best for the client.
    • Email password protected copy direct from Pro Series for all those for whom that works, the other 20%
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