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- Can preparers and clients access last year's tax return via DocuSign?
Can preparers and clients access last year's tax return via DocuSign?
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kenhoyt
Level 2
02-07-2022
07:21 PM
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Last year I included a copy of clients' tax returns during the e-file authorization process. When I log in to DocuSign, I don't see the tax returns anywhere. Is this normal? I realize I can go back to ProSeries or PTO from 2020 and print to pdf but was hoping I could direct clients to DocuSign. Thanks
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