Lacy Bender
Activity overview
Latest activity by Lacy Bender-
Lacy Bender commented, Agree. We are talking with clients and doing the client view then when I click on download documents to walk through what was uploaded, I cannot see it.
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Lacy Bender created a post, AnsweredAbility to use Safesend for state returns only
Our understanding is that you cannot use Safesend if there is no federal return filed. We have multiple instances where we file a consolidated federal return and standalone state returns for the su...
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Lacy Bender commented, We have also ran into this road block. Would be a great feature to add.
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Lacy Bender commented, We've had multiple clients complain about this. They receive an email and do not know what it relates to. We may do the parent and kids return and they get frustrated with no descriptions. We are l...
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Lacy Bender created a post, Answered7216 Consent Letters
Currently, 7216 letters must be sent through Safesend Signatures to meet the e-signature requirements in Revenue Procedure 2013-14. It does not meet the requirements because the name automatically ...