![]() ![]() ![]() You can email an electronic copy of a client checklist to a client, or mail, fax, or hand-deliver a printed copy of a client checklist to a client. A client checklist is a letter to a returning Form 1040 client that identifies the documents and information that you're likely to need to complete the client's tax return(s). The Client Checklist feature provides a way to help your returning 1040 clients gather the information you need to prepare their individual returns. All 32-bit versions of Outlook 2007 or later.In order to email the client checklist you'll need a supported MAPI compliant email application.Client checklist is only available on Federal 1040 returns.Client checklist will only generate on client files transferred from the prior year software.Client checklist is only available in ProSeries Professional.
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