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Electronic copy of tax return for a client

COtaxlady
Level 2

A client asked if I could send her an electronic copy of her previous year's taxes. She is applying for a mortgage.E

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3 Comments 3
IRonMaN
Level 15

I'm sure you can.  Print to a pdf and e-mail it to her.  If you have trouble encrypting it with ProSeries, dowload one of the free programs to password protect the file.  You don't want to send it out without some sort of safety procedures.


Slava Ukraini!
COtaxlady
Level 2

Thanks much! I will get it a try.

IRonMaN
Level 15

👍


Slava Ukraini!
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