For married couples, would be nice to also be able to email the tax return to the spouse

user68683 · ‎02-27-2023

We have a lot of clients that the spouse is the one to review the tax return. It would be nice, when emailing the returns for review, to have the option to send to one or both emails on file.

itonewbie · ‎03-04-2023

How then do you get the e-signature from the spouse? The spouse is supposed to review the return before electronically signing the return. Perhaps I'm missing something?

Skylane · ‎03-04-2023

Suppose you could put the spouses email address in the taxpayers email field……l

user68683 · ‎03-07-2023

Hi Skylane, I do this but then have to remember to go back and change them back when I am sending the DocuSign for each to e-sign.

For married couples, would be nice to also be able to email the tax return to the spouse

For married couples, would be nice to also be able to email the tax return to the spouse

For married couples, would be nice to also be able to email the tax return to the spouse

Allow user to require ProSeries to open "Permanent Comments" when client return is opened.

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.