pc321
Level 3
01-26-2021
12:43 PM
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Is it possible to email the Tax Organizer client in a pdf format that the client can fill-in?
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itonewbie
Level 15
01-26-2021
01:03 PM
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Yes but you may need to pay, depending on the license you have.
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Still an AllStar
Still an AllStar
rbynaker
Level 13
01-26-2021
01:30 PM
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I don't think they can do fill-in PDFs but that may have changed.
itonewbie
Level 15
01-26-2021
01:35 PM
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Nope, not fill-in, AFAIK. I was thinking about filling in the old fashion way with pencil. 😅
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Still an AllStar
Still an AllStar
