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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Send tax returns to clients by email

Complete the following tasks to send tax returns to clients as Portable Document Format (PDF) files and to password protect PDF files that you send to clients via email.

Use a MAPI-compliant email service

If your email service supports the Messaging Application Programming Interface (MAPI) protocol, follow these steps to create and send PDF files of tax returns to clients by email.
  1. Select
    Setup
    , then
    Client Communications
    , enter the client's email address, select
    Email (PDF)
     as the return delivery method.
  2. Select the
    Password
     button in the
    Client Communications
     window and specify the password for the client's return. Select
    OK
     when you are done.
    note
    We recommend you use the default options in the PDF Password Delivery Options window to have UltraTax CS explain the electronic delivery password.
  3. Select
    File
    , then
    Print Returns
    .
  4. In the
    Print Returns
     window, select
    Client copy
     and
    Electronic delivery
     checkboxes, and then select the
    Email PDF
     option.
    note
    Ensure that the
    Password protect PDFs
     checkbox is marked on the
    Print Returns
     window.
  5. Select
    Clients
     to select the client to whom you want to send the tax return. Then, choose
    Select
     and
    OK
    .
  6. Select
    Email
    , then select
    OK
    .

Use a web-based email service

If your email service is not MAPI-complaint, follow these steps to create and save PDF files of client tax returns.
  1. Select
    Setup
    , then
    Client Communications
    , select File (PDF) as the return delivery method, and select
    Password
     to set password specifications. Select
    OK
     when you are done.
  2. Select
    File
    , then
    Print Returns
    .
  3. In the
    Print Returns
     window, select the
    Client copy
     and
    Electronic delivery
     checkboxes, and then select the
    PDF to file
     option.
  4. Select a file location where you want to save the PDF file of the tax return.
  5. Select
    Clients
     to select the client to whom you want to send the tax return. Then, select
    Select
     and
    OK
    .
    note
    Ensure that the
    Password protect PDFs
     checkbox is marked on the
    Print Returns
     window.
  6. In the
    Print Returns
     window, select
    Assemble
     to create and save the file to the location you specified.
  7. In the
    File PDF Status
     window, select the
    Open Target Folder
     to open the folder in which you saved the PDF file of the tax return, or select
    OK
     to close the window.
  8. Manually attach the PDF file to an email message using your web-based email service.
    note
    You will need to indicate that the PDF file is password-protected and provide password information.

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