Customer Portal: I sent tax documents to be signed, but the taxpayer doesn't see them
Software reference · Written guide Content date 1 min read
If you have sent documents to the customer portal for the taxpayer to sign and they do not see them, take these steps:
- Resend the documents from your program, then
- Ask the taxpayer to log out of their Customer Portal, then log back in.
If they are still not able to see the documents, call Tax Processors Plus Support at (855) 698-0691 for further troubleshooting assistance.