TaxQuest2020
Level 2
4 weeks ago
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itonewbie
Level 15
4 weeks ago
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You wouldn't expect ProConnect Tax to know when to share a return with your client and will need to initiate this yourself within ProConnect Tax, assuming your client uses Intuit Link. Of course, you can always download a copy and email it but you need to make sure the file or the email is encrypted.
See this discussion for more info:
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Still an AllStar
Still an AllStar
1 Reply 1
itonewbie
Level 15
4 weeks ago
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You wouldn't expect ProConnect Tax to know when to share a return with your client and will need to initiate this yourself within ProConnect Tax, assuming your client uses Intuit Link. Of course, you can always download a copy and email it but you need to make sure the file or the email is encrypted.
See this discussion for more info:
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Still an AllStar
Still an AllStar