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Every time I Email a PDF of my Tax return file to my accountant he can't open it. Is there another way to send the tax file?

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2 Replies

Every time I Email a PDF of my Tax return file to my accountant he can't open it. Is there another way to send the tax file?

are you sending a PDF (select print as pdf)  of your tax return or the tax file (.tax2023)? you should be able to save a PDF of the tax return to your desktop to e-mail to your accountant. There are obvious risks in doing this.  My firm would encrypt the tax return PDF file and send it in an email to the taxpayer. then a while later it sent a second e-mail with the code to enable the taxpayer to open the encrypted file.   

 

 

if you are still having problems, it would seem the only other way would be to print it out and mail it. 

rjs
Level 15
Level 15

Every time I Email a PDF of my Tax return file to my accountant he can't open it. Is there another way to send the tax file?

Can you open the PDF that you are sending to the accountant? Do you have to enter a password in order to open it? If so, does the accountant know the password?


What exactly does "can't open it" mean? What happens when he tries to open it? He probably gets an error message of some kind. What is the message?


Is the accountant opening the PDF with Acrobat Reader or some other PDF software, or is he trying to open it with his tax software or import it into his tax software? That's probably not possible.


If the accountant is local you could copy the PDF to a flash drive and bring the flash drive to him. (Or you could mail the flash drive to him in appropriate protective packaging.) If he can't open the PDF from the flash drive, then sending it by email is not the problem.


If your accountant uses Intuit ProSeries software, I believe it can open a .tax2023 file from TurboTax. As far as I know, there is no other professional software that can open a TurboTax .tax20yy file.

 

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