Sending Reminders for Unsigned Returns

If a taxpayer hasn't completed the signing process, you can send them an email reminder with a link to the return. You can also use this feature to resend a link to a taxpayer who hasn't completed signing but has lost the original notification email.

If one spouse has signed and the other has not, the reminder will go to the spouse who has not signed. The first signer will not get a reminder. 

Info

Sending reminders is only for unsigned returns. If a taxpayer has completed the signing process but has lost the email with a link to it, use Resend Access Link. See the article Resending Access Links for Signed Returns.

  1. Go to Delivered Returns.
  2. Locate the return(s) you wish to send a reminder for and select the checkbox.
  3. Click Send Reminder.

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Additional information

  • When a return has multiple signers, Send Reminder will deliver an email to the next party that needs to sign. For example, if the primary taxpayer in a joint return has signed, but the spouse has not, the spouse will receive the reminder.
  • The last date a reminder was sent will appear in the Last Reminder column.
  • For Grouped Returns, only the Controller will receive a reminder email. 
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