Create an Action Items PDF
When you send electronic versions of tax returns or organizers to your client, you can create a separate PDF attachment to call attention to pages. These are mostly pages where you need a client's signature, like bank authorization forms or consent forms.
This Action Items PDF will only create for the organizer if you're sending it to them via email, PDF to file, or Web. It'll create for tax return if you're e-filing it and sending an electronic copy to your client via email, PDF to file, or Web.
Before you can create an Action Items PDF, you'll want to make sure you've included the correct documents in it.
- Go toSetupand select an entity.
- For the Action Items PDF with the tax return:
- Select theTax Returnbutton on theFederaltab.
- On theGovernmenttab, select the form you want to include in the PDF.
- Make sure the Print condition is set toAs requiredorAlways if data.
- In theWhen filing electronicallysection, selectInclude in Email/Web attachment.
- For the Action Items PDF with the organizer:
- Select theOrganizerbutton on theOrganizertab.
- Make sure the Print condition is set toAlwaysorIf data.
- SelectInclude in electronic organdAction Items PDF.
- SelectOKtwice to save your changes.
Once you have pages marked, a separate PDF will generate when you electronically deliver an organizer and/or when you electronically deliver a client's tax return that you're also e-filing.
note
The PDF will only print with the tax return when you're creating the e-file and the electronic client copy simultaneously.
