How to Email a PDF to The Taxpayer

Emailing a PDF

(Returns must pass verify errors.)

1. To start, go to Print > Print Final Tax Return (or other forms, ie. Bank Apps)

2. Click on the Email Button.
    (The PDF password will appear, which is the first 4 letters of the last name capitalized and the last 4 numbers of the SSN.)

3. A window opens to then compose a subject and body of an email to send. 

4. Optional: Check the box to send an attachment with the password to inform the taxpayer.

You may need to enable Setup > Printer Setup > 1040 Return Printing > Send to E-Mail