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Will ProConnect email my client a copy of their tax return? Or is that something I have to do manually?

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Level 15

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:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-provide-a-...

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Still an AllStar

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Level 15

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:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-provide-a-...

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post