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- How do you set up an efile confirmation to the client once the tax return has been accepted?
How do you set up an efile confirmation to the client once the tax return has been accepted?
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Mel24
Level 2
02-07-2022
10:30 AM
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3 Comments 3
George4Tacks
Level 15
02-07-2022
11:11 AM
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Manually. You print the confirmation letter and then e-mail or mail to the client.
Here's wishing you many Happy Returns
Mel24
Level 2
02-07-2022
11:33 AM
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wow, I wish Lacerte sent automatic emails. This should be in the program to do. Thank you for your response
George4Tacks
Level 15
02-07-2022
12:02 PM
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Vote for it here https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/automate-client-notification-of-ir...
This is how changes sometimes get incorporated into the program from user wishes.
Here's wishing you many Happy Returns
