itonewbie
Level 15
12-16-2019
01:06 PM
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Notice from your previous questions that you use PTO. If that is the case, you can share the return with your clients by clicking through the following. The drawback is that you won't see a record of what has been shared and you can't retract that if something is wrong. For that reason, my personal preference is to use the "Act as taxpayer" function (which I normally don't recommend out of compliance concerns due to the lack of audit trail) to post the return(s) under Document Checklist.
File Return > Print > View/Print Return PDF > Share PDF Via Link.
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Still an AllStar
Still an AllStar