- Open the taxpayer's return in ProSeries Professional.
- From the File menu, select Print.
- Under Printer: select Email password protected PDF.
- Choose the Filing Copy, Client Copy, or Preparer Copy.
- Click Print.
- Click Save to save the PDF file.
- Select Attach the PDF to the email and click OK.
You can also select Upload the PDF and email a link. This option allows the taxpayer to access their email without having to store the Attached PDF in their email. Documents uploaded using the Intuit Cloud Service will remain available for taxpayers to access using a link in the email until December 31st of the current tax year.
- You can review and modify the email in the Email Preview screen and then click the E-Mail to send the email with the attached encrypted PDF to your client. The items you selected to be included in the PDF will be emailed to the taxpayer's email address entered on the Federal Information Worksheet in the federal tax return.
- Changes to the email template can be saved for all clients by clicking Save for All Clients. The email template can be reset by selecting the Restore Default Text. Click Preview PDF to preview the PDF that will be attached to the taxpayer's email.
- On the ProSeries Printing Message Log select Close.
When you re finished, a copy of the password-protected PDF that is emailed will be copied to the ProPDF folder on your computer's hard drive under the corresponding tax year in a folder named Emailed. The default location will be C:\ProPDF\TY2020\Emailed for ProSeries Professional 2020.