Client Assistance
Guides and Resources to help Clients/Taxpayers
- Client Experience
- Grouped Returns: Sharing screens with a controller
- [Video] 1040 client experience
- [Video] Entity client experience with K-1 distribution
- Client Experience: Returns on Mobile
- Edit/Clear Payment Details - Client Experience
- Grouped Returns: Managing Member Experience
- K-1 Email Notification Instructions
- K-1 Recipient Experience
- Make Voucher Payments
- Manual Signing Process - Taxpayer View
- Resending access links for signed returns
- Signer Delegation: Managing Member Experience
- Signer Delegation: Signer Experience
- Voucher Reminders - Taxpayer Experience
- WebRTC Screen-Share: Taxpayer Experience