Forward a Copy of Your Return

Client's have the option to forward a copy of their return to any recipient they choose. The recipient cannot sign, pay, or distribute K-1s; they will only receive a PDF copy of the return. The recipient will be required to enter an access code to view and download the documents. To forward a copy of your return: 

  1. Navigate to the Review section of the return as outlined in the Client Experience article. 
  2. Click the Forward a copy of my tax documents button.
  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 required access code will be sent to that number. 
    • If no mobile number is entered, the required access code will be sent to the recipient's email address. 
  6. Click the Add New Contact button to add additional recipients (optional). 
  7. Click Email Tax Documents to deliver the return copy. 

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