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Level 1
January 22, 2024
Question

Docusign

  • January 22, 2024
  • 1 reply
  • 21 views

When sending the tax return to client for review and e signature approval what copy do you send them? in the past, the copy we sent had 100 pages or more for simple returns. We want to just send them the return/pages that will be sent to the IRS.

Also, any way to have proseries not reflect DO NOT FILE on the estimated tax vouchers that are sent to client with rest of return?

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1 reply

IRonMaN
Level 15
January 22, 2024

I provide my clients with the filing copy.  As far as the estimates go, according to the release dates page, the forms are final so try running an update to see if that takes care of the issue.

Slava Ukraini!