Add CC Recipient or Forward a Copy of Your Return

Firm users can add an additional recipient during the processing of the return. Clients can forward a copy of their return to any recipient they choose. 

Forward a Copy of Your Return

Important

The recipient must enter an access code to view and download the documents. 

The recipient cannot sign, pay, or distribute K-1s; they will only receive a PDF copy of the return.

Forward Documents Before Signing

1. Navigate to the Review section of the return as outlined in the Client Experience article. 
2. Click Forward.
3. Select which documents to send to the recipient. 
4. Enter an Email Address for the recipient. 
5. Enter a Country Code and Mobile Number for the recipient (optional).
   • If a mobile number is entered, the access code will be sent to that number. 
   • If no mobile number is entered, the access code will be sent to the recipient's email address. 
6. Click Add New Contact to add additional recipients (optional). 
7. Click Send to deliver the return documents. 

Forward Documents After Signing 

1. Access the return using the link emailed to you after signing was complete. 
   • Must complete authentication to gain access.
2. Click View or Forward Tax Documents.
3. Click Forward.
4. Select which documents to send to the recipient. 
5. Enter an Email Address for the recipient. 
6. Enter a Country Code and Mobile Number for the recipient (optional).
   • If a mobile number is entered, the access code will be sent to that number. 
   • If no mobile number is entered, the access code will be sent to the recipient's email address. 
7. Click Add New Contact to add additional recipients (optional). 
8. Click Send to deliver the return documents.

Add Additional CC Recipient

This feature will allow firm users to add a recipient before they deliver the return.

Please note:

This option is currently only available before the delivery of the return. 

Add Additional Recipient

1. Upload and process a return.
2. Navigate to the Delivery section.
3. Locate the Additional Recipient section.
4. Click Add Recipient. 
5. Enter Email Address and Name of recipient.
6. Select the capabilities you wish to provide to the recipient. 
7. Click Save.

Edit Recipient Capabilities

After the return is delivered, users at the firm will be able to edit recipient capabilities.

1. Locate the delivered return.
2. Click on Action Menu (...).
3. Click Additional Recipient.
4. Select the Capabilities drop-down to edit what permissions the recipient has. 
5. Click Update.