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Informing your clients of items you need to complete their return
Show all expandable content
If a client's return has missing data (signified by blue chevrons) or if you added Impromptu To Do items to an input screen for a client, you can send the client an email message that lists information that they need to submit to your firm. The Select Missing Data for Client Email dialog enables you to review missing data and Impromptu To Do items, and enables you to select the information that you want to include in an email message to your client.
- Open a client's return and choose File then Email re: Missing Data to open Select Missing Data for Client Email dialog.noteIf the client does not have missing information or active Impromptu To Do items, you will be prompted to open the Missing Tax Return information email message instead of the Select Missing Data for Client Email dialog.
- View the missing data and Impromptu To Do items listed for the client. You can select the Collapse All and Expand All buttons to see a summary or detailed version of the items.
- Mark the checkbox next to each item that you want to include in an email message to your client.
- If applicable, mark theFirm,PreparerorStaffcheckbox to send an blind copy of the email message to your firm, a preparer, or a staff member.
- Select the Continue button when you are ready to send an email message to your client.
note
If you are licensed for FileCabinet CS and want to store a copy of the email message in that application, simply print the email message and select the FileCabinet CS print driver as the destination.
This article applies to:
- PRODUCT: UltraTax CS,UltraTax CS