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.

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 the Resend Access Link option. See the article Resending Access Links for Signed Returns for more information.

1. Check the box to the left of the taxpayer's name.
2. Click the Send Reminder button above.
3. Click the Send Reminder Now tab. 
4. Check the Send Signing Reminder box. 
5. Click Send to deliver the reminder immediately. 

Additional information

• If one spouse has signed and the other has not, the reminder is delivered to the spouse who has not signed. The first signer does not get a reminder. 
• The last date a reminder was sent appears in the Last Reminder column of the Delivered Returns report.
• For Grouped Returns, only the Controller receives a reminder email.