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How Do You Submit Form 8879 To Your Clients?

LYNDAJZ6
Level 2

I am new to ProSeries and was wondering how other accountants send Form 8879 to their clients.

Was not sure if I should sign up for DocuSign or issue them on my own.

Thanks.

0 Cheers
4 Comments 4
IRonMaN
Level 15

I hand them to the client along with their copy of their return, or I mail them along with their copy of their return, or I e-mail them along with a copy of their return ---------------------- depending on the client's needs.


Ukraine - hang in there
TAXOH
Level 11
Level 11

@IRonMaN   Again!!  You were faster than I was.

 

TAXOH
Level 11
Level 11

Most of my clients come back and sign.  Some I mail their tax returns to and they sign the 8879 and mail back.  And some I email their stuff to them and they sign and either email back or mail back.

IRonMaN
Level 15

Good answer 😁


Ukraine - hang in there