How Does the Preparer Share Signature Documents In Customer Portal?
Desktop · Written guide Content date 1 min read
Customer portal allows preparers and taxpayer to securely share documents, including signature documents.
Note: The Basic Information of the tax return, including the taxpayer's SSN, phone number and email address, must be completed in the return before the signature documents can be sent to the taxpayer. The taxpayer must pick a username, create a password, and fill out their phone, email, last name and last four of their SSN and click SUBMIT or they will not see the documents.
To send signature documents to a customer’s portal, from the main menu of the customer’s tax return select Exit. Tax Processors Plus Desktop displays the Receipt Menu:
Select Send Documents to be Signed.
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Tax Processors Plus Desktop displays the Signed Document Manager:
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The illustration for this step is not available yet. Follow the written instructions.
Select which documents to send to the customer’s portal and click Ok. Illustration
The illustration for this step is not available yet. Follow the written instructions.
The documents will display in the Files From My Preparer section of the taxpayer's Customer Portal.
Additional Information: