To be able to send CT returns with IR Mark straight to Document Management so can send on for approval via One Click
I would like to send the return with IR Mark to the client for approval. However, if I try to send a return from the Online filing section direct to Document Management it goes into a zip folder and so it can't be sent onto the client for signature via One Click. Printing to pdf, saving somewhere then uploading is far more cumbersome and increases the risks of the wrong return being sent out.
It is very frustrating that you design a simple method for sending documents but design it so that it isn't useful.
1
vote
Anne McCoubrey
shared this idea