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Level 1
February 19, 2026
Question

I sent an esignature request to a client who then changed from a tax credit to a refund, I voided the request, how to send the new tax file as "resend" is the old file?

  • February 19, 2026
  • 1 reply
  • 8 views
After voiding and adjusting the tax return, when I "resend" the file for esignature, the old file is sent and not the new, adjusted tax return. How do I get rid of that old file to send the new, updated tax file?

1 reply

Level 4
February 19, 2026

@Leibo90 Instead of resend, use request option which send the new file with updated data in the tax return.