Where do I enter client's email for secure email?

Forum|Forum|2 years ago
March 3, 2024
1 reply
13 views

I want to use the proseries "print" function to send secure K-1s to partners. I go through the prompts and it says email sent, but I never entered the client's email. Where do I do that?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

I dont think there is a function to securely email K-1s to the partners.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

C

cpa2222Author

Level 2

Thank you for your reply, Not sure why the option exists on the print box, but I don't know why they make a big deal of the change. I assume the only thing I can do is send securely the client's tax return (1040). Would be nice if there were somewhere posted how to do this and what can and cannot be done, but then, that would make proseries cost even more and intuit would not want that.

B

BhumaL

Level 3

Can you help which email option you are trying ?

If it is Email passwordprotected PDF radio button on Print dialog, then it uses tax payers email entered in information worksheet as to address.

If email address is not entered in the return , error prompts saying "The taxpayer's email address is missing."

So, please check if tax payer's email is entered correctly.

If correct email is entered, then email will be sent to the taxpayer.

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