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
Article ID: 273
Created: Mon, Aug 15, 2016
Last Updated: Thu, Mar 9, 2023
Online URL: https://kb.erosupport.com/article-273.html