Just-Lisa-Now-
Level 15
Level 15

You can do it from within the program, but it will send the entire thing, federal and state along with all worksheets, vouchers, invoice and client letter....whether you want all of that to go to the lender, Im not sure.

I sort out the unneeded stuff and scan only what a lender needs and send that.  Recently Ive had lenders requesting the signed Efiled signature pages or a signed copy of the return also, but you wont be able to include that in the PS generated pdf.

Heres the screen where you can choose to print to pdf.

printtopdf.png


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