Tax Delivery
How to Confirm a Voucher Payment
Who this is for: Clients who have received an email asking them to confirm...
How to View and Download Your K-1
Who this is for: Partners and shareholders who have received an email with a...
How to Complete a Wet Signature
Who this is for: Clients whose identity verification (KBA) has been locked after exceeding...
How to Sign Your Tax Return
Who this is for: Clients and taxpayers who have received an email invitation to...
How to View the Tax Return Activity Log
Who this is for: Accountants who want to track all events and actions related...
How to Distribute K-1 Forms to Partners
Who this is for: Accountants who manage partnership (1065) or S-Corporation (1120S) tax returns...
How to Track and Manage Payment Vouchers
Who this is for: Accountants who want to track estimated tax payment status and...
How to Set Up Estimated Tax Payment Vouchers
Who this is for: Accountants who need to create estimated tax payment vouchers for...
How to Send a Tax Return for Signature
Who this is for: Accountants who are ready to send a prepared tax return...
How to Configure Signature Fields
Who this is for: Accountants who need to place signature fields on tax documents...
How to Upload Tax Documents
Who this is for: Accountants who need to upload tax return documents for client...
How to Add and Manage Signers
Who this is for: Accountants who need to add, remove, or manage the people...
How to Review a Tax Return
Who this is for: Accountants who want to review the progress and details of...
How to Create a New Tax Return
Who this is for: Accountants who need to create a new tax return delivery...
How to View and Filter Tax Returns
Who this is for: Accountants and firm owners who manage tax return deliveries for...