Unable to Email Return
Online · Written guide Content date 1 min read
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In Tax Processors Plus Online, when attempting to send a client a copy of their return and the return does not load as an attachment, this generally means the return was never printed to PDF. There are two ways to correct this.
You can print a return to PDF within the return from either from the Submission Page or the Summary page.
Printing from the Submission Page
- Select the drop-down menu below Print Tax Documents.
- Select which Print Set you'd like to use.
- Select the blue Print button. The return will open in PDF form in a new window.
To print to paper, select the Print Icon at the top of the page.
Printing from the Tax Return Summary Page
On the Tax Return Summary page, select View/Print Return. The return will open in PDF form in a new window.
To print to paper, select the Print Icon at the top of the page.
Note: If a preparer is unable to print the return to PDF or initiate the e-mail, check the preparer's role and the permissions assigned to that preparer.
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