Customer portal allows preparers and taxpayer to securely share documents, including signature documents.
How Does the Preparer Share Signature Documents?
1. Open the return.
2. Navigate to the Submission page.
3. Select "Send Tax Return Documents to Customer Portal" at the top of the page.
4. The preparer will see a message confirming that the documents have been shared.
Once the signature documents have been shared, the taxpayer will be able to login to Customer Portal and sign them.
Note: This is an article on using TaxSlayer software. It is not intended as tax advice. For additional information, refer to Additional Information below.
Additional Information
VITA/TCE KB How Does the Taxpayer Sign Documents in Customer Portal?
VITA/TCE KB Sending a Customer Portal Registration Link
VITA/TCE KB How Does the Taxpayer Register for Customer Portal?
VITA/TCE KB How Does the Taxpayer Share Documents in Customer Portal?