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Anna5
Level 1
March 5, 2020

Lacerte Business Returns for E-signature

  • March 5, 2020
  • 1 reply
  • 12 views

What is the process? How can I also attach a watermarked client copy of the business return for review?

    This topic has been closed for replies.

    1 reply

    I
    IntuitTravisH
    Level 5
    March 5, 2020

    Thanks for reaching out about this, Anna!

    For more information regarding using eSignature with business returns click here. This resources goes over the process, as well as what to expect.

    To include a watermarked copy, you'd have to save the return as a PDF, watermark it, and then include it as a document in your eSignature request.

    It is my hope that this answers your question!

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