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Mike37
Level 2
November 23, 2025
Question

Sending a 2023 tax return by pdf to client

  • November 23, 2025
  • 2 replies
  • 7 views

Home owner wants to send electronic version of 2023 & 2024 tax returns, so he can forward them to his Bank.

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
November 23, 2025

Do these instructions not work?  Be aware, the pdf will have a password, sometimes lenders frown upon this, do you have as secure portal that you could upload a non-password protected PDF?


https://accountants.intuit.com/support/en-us/help-article/email-reports/email-tax-return-password-protected-pdf-using/L4B8nhGdz_US_en_US?srsltid=AfmBOoorFNlecXPcU5FPXocCseLffOwjQcQC59zs14F4AYmzhewC_CCb

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    ljr
    ljr
    Level 9
    December 1, 2025

    most banks also have a fax number that goes right into their computer - you could ask for that and fax it to them or have client scan his own copy and send. 

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