Answered
SafeSend Returns for Entities-Enhancement
Please add a way for firms to send returns to non-signers of entity returns. A cc with no signature would be perfect. We have several clients who have staff that do the recordkeeping who don't have access to the taxpayer's email but the taxpayer expects them to download and store the return for recordkeeping purposes. (I know the taxpayer can forward the return--this is a level of service we would like to easily provide and have been providing.)
Comments
Thank you all for providing this valuable feedback. This has been a requested feature and we will add your firms' names to the list of requesting users. The best option at this time would be to have the client Forward Their Tax Documents before or after signing.
This would be a useful feature. We are trying to get our clients on board with the forwarding, but yes, they are used to us providing a copy. Right now, we just send a 2nd copy through SS Exchange, but having this feature in returns would be more efficient!
Agreed! Great suggestion.
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