Grouped Returns: Controller Experience

The client can follow the steps below to access all the returns sent to them via grouped returns. 

Important

All signing and voucher reminder notifications will be sent to the controller 

Accessing Your Grouped Returns

Initial Email

The controller receives an email with a link to the designated return.

1. Click the access link to get started. 
2. Click Contact to reach out to the firm if you have any questions.
3. Click the tab Get Started to proceed to Authentication.
4. Click Send Code.
   • The message will state whether the code is being delivered to your email address or your phone.
     • Email Access Code: An 8-digit access code is sent to the same email address as the initial email was sent to.
     • Mobile Access Code: A 6-digit access code is sent to your cell phone via text message.
5. Enter the 6 or 8-digit access code in the code field.
6. Click Confirm.

Controller Dashboard

The controller can sort returns using the column headers or perform actionable items for each return. 

1. Use the filters to easily sort through the returns that are displayed. 
2. Click Open to work through the Client Experience (review, sign, distribute K-1s, and pay). 
3. Click Download to download signed e-file forms. 
4. Click Email Documents to forward a PDF copy of the return to a 3rd party. 
   • The recipient will not be prompted to sign, distribute K-1s, or pay. They will only receive a PDF copy of the return. 
5. Click Contact Person to retrieve contact information for the firm.
6. Click Screen Share to allow your tax preparer access to your screen. 
   • You must actively communicate with your tax preparer to utilize this feature. 

Spouse Signature

There will be 2 options to sign the spouse's return. These options are presented during the Sign step of the Client Experience. 

1. Click the Sign on behalf of spouse checkbox to allow the controller to sign for the spouse OR
2. Enter the spouse's email address.
   • The spouse receives an email with an access link to sign the return. 
3. Click Next to proceed to signing. 

Follow the steps below to send a reminder to the spouse. 

1. Locate the return from the Dashboard. 
2. Click Open to see the landing page for the return. 
3. Click Send Reminder to send a signing reminder to the spouse.