How can I Email a Return?

How can I Email a Return?

To email a copy of the client's encrypted return, you can use either of the two ways below.

Through the Client List

To use this route:

Go to the Client List on the Main Menu of the ProWeb.
Look for the Client you'd like to email their return from the Office Client List.
Click on tools then proceed to Email return
File to Attach: The PDF will be prepared and attached by the Program.
Rename the PDF: By default, the file name is Tax Information.pdf. Remove the text then enter the name you prefer.
File Password: To access the file, the client must enter a password. This password is set by you. It must be at least 8 characters; must have an uppercase letter, a lowercase letter as well as a special character (*$!?)
File Password Confirmation: Repeat the set password.
If the passwords don't match, ensure that they do.

Under Send to, dial in the client's spouse's email address. From the Preparer Configuration, the email of the Preparer will be pre-populated.
An explanation of the file being password protected is given on the Message Body.
To open the PDF, the taxpayer's last four primary SSN must be entered.
To complete the process, click on Send Email

From the Individual Tax Return

To apply this route, use the instructions below:

Go to the Individual Tax Return then to the Submission page that comes after the E-File page.
Click on Email Return.
The PDF will be prepared and attached for you by the program.
Under Send to, dial in the client's spouse's email address. From the Preparer Configuration, the email of the Preparer will be pre-populated.
An explanation of the file being password protected is given on the Message Body.
To open the PDF, the taxpayer's last four primary SSN must be entered.
To complete the process, click on Send Email