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Paper Copy ; CD-Rom; Web Portal

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    Paper Copy ; CD-Rom; Web Portal

    Has anybody given the client copy of the tax return via non paper methods?

    If there is a non-paper is the CD or the Web Portal the best procedure?

    What is the best method to lock a PDF?

    Please give the pros and cons to sell me on your point of view.

    Thanks

    Bjorn.

    #2
    Non Paper Returns

    I still haven't converted to the paperless office, but seeking out sources and procedures.

    For 2004 returns, my tax software included emailing returns to clients via PDF files. I used the feature several times and it went smoothly. PDF files were locked with a code that only myself and the client would know. You could also copy to a CD and give the client a CD with his tax return info.

    Sandy

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