Is there a way to change the forms sent to the client for esignature?

Forum|Forum|4 months ago
February 18, 2026
1 reply
6 views

We are new to Proconnect and our client showed us the file that he received for esignature. The file had a lot of extra forms (tax summaries, general info, preparer efile instructions, etc). Is there a way to customize what is sent in the file to the client? At the very least we would like to take out "preparer efile instructions".

ProConnect Tax

Intuit_Kallana

Level 7

Hi @Michelle7 , the copy that sends through esignature is the full govenment copy and can't be changed. However, you can send your client a "Client Copy" separately by using the Print to PDF feature and either sending through link, downloading it to email, or downloading and attaching it as an additional reference document to the esignature request. If you need further assistance with either of these, please contact ProConnect Support .

M

Michelle7Author

Level 4

I am not sure why a "government" copy would have preparer efile instructions included? Shouldn't that only be in the "preparer" copy?

Intuit_Kallana

Level 7

Hi @Michelle7 , the government copy that prints with esignature sends all documents for the return. It is sending the complete copy of the return which does include worksheets and e-file instructions.

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