There are two ways to email an encrypted copy of a client’s tax return.
1. From the Main Menu of Web1040 Pro select Client List.
- From the Office Client List, locate the client you want to email a return to. Select Tools > Email Return.
- File to Attach: The program prepares and attaches the PDF for you.
- Rename PDF to: The program defaults the file name to Tax Information.pdf. This field can be edited by removing the text and adding the file name of your choice.
- File Password: When the client opens the file, they will be prompted to enter a password to access the pdf file. Assign a password to encrypt the file being sent. The assigned password must be at least 8 characters and must contain an uppercase letter, a lowercase letter and a special character (!*$#).
- File Password Confirmation: Re-enter the password. If the entries do not match,
- (Enter the taxpayer/spouse’s email address under Send To. The tax preparer's email will pre-populate from Preparer Configuration.
- The Message Body explains that the file is password protected. The last four of the primary taxpayer’s SSN must be entered for the PDF to open.
- Click on Send Email.
2. Do the following from within the individual’s tax return:
- From the Submission page that follows the E-File page, click on the button named Email Return. The program prepares and attaches the PDF for you.
- Enter the taxpayer/spouse’s email address under Send To, your email will pre-populate from Preparer Configuration.
- The Message Body explains that the file is password protected. The last four of the primary taxpayer’s SSN must be entered for the PDF to open.
- Click on Send Email.