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SafeSend Organizers - MFS Selection Option
Can we get an option to select a filing status as to not require a spouses signature on a MFS return? We frequently have taxpayers that file MFS (Married Filing Separately), but the tax software makes us input the spouses name and SSN to clear E-File. So when we send the client the organizer, it recognizes the spouses name and requires their signature, which we do not want or need.
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Hi Donnie,
I can certainly see why adding a feature to turn off the spouse's signature could be beneficial for this sort of scenario. I would be happy to submit a request to implement some automation here!
For now, we may recommend that you manually delete the spouse's signature during processing, so they will not be prompted to sign once the return is delivered.
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