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Level 2
February 12, 2021
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Will ProConnect email my client a copy of their tax return? Or is that something I have to do manually?

  • February 12, 2021
  • 1 reply
  • 11 views
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Best answer by itonewbie

You wouldn't expect ProConnect Tax to know when to share a return with your client and will need to initiate this yourself within ProConnect Tax, assuming your client uses Intuit Link.  Of course, you can always download a copy and email it but you need to make sure the file or the email is encrypted.

See this discussion for more info:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-provide-a-tax-return-to-my-client-prior-to-filing/01/82602/highlight/true#M6675

1 reply

itonewbie
itonewbieAnswer
Level 15
February 12, 2021

You wouldn't expect ProConnect Tax to know when to share a return with your client and will need to initiate this yourself within ProConnect Tax, assuming your client uses Intuit Link.  Of course, you can always download a copy and email it but you need to make sure the file or the email is encrypted.

See this discussion for more info:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-provide-a-tax-return-to-my-client-prior-to-filing/01/82602/highlight/true#M6675

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