Intuit Help
Intuit

Help Articles

Before you start:

  • The email address that the email is sent to will be populated with the taxpayer's e-mail addresses from Screen 1, Client Information.
  • On a joint return, if entered, both taxpayer and spouse emails will be listed to send the PDF to.
  • In order for Lacerte to send the password-protected PDF email you need a supported email application. See Do I have the right email application installed below.