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In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
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- How do I send it to my client to review the return before filling it?
How do I send it to my client to review the return before filling it?
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heshy1
Level 1
02-16-2022
08:48 AM
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Form 1040
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2 Comments 2
George4Tacks
Level 15
02-16-2022
10:26 AM
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Print a copy to pdf and either send via Link, password protect and send via e-mail or use a secure drop box for pickup.
Here's wishing you many Happy Returns
jeffmcpa2010
Level 11
02-16-2022
10:32 AM
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Or print a paper copy for the client, if that is what they prefer.
I do one of two things
- Paper copy about 80% (I and most of my clients are old fashioned.) Delivered before filing return, some picked up and some by US mail as whichever works best for the client.
- Email password protected copy direct from Pro Series for all those for whom that works, the other 20%
