Create tax return deliveries (Beta)

Tax return delivery is a convenient way to present your client’s tax return in a clear, structured format, request payment if needed, and obtain a signature. It allows you to answer key questions right away, so your client won’t need additional explanations or clarifications. It speeds up the process and reduces the chance of errors, making it easier to complete required steps.

Tax return delivery, explained

The tax return delivery is a tool that allows you to create an explanatory note for a tax return and send it to your client along with the document. It consists of five parts:

a) Intro: An introductory context and client-facing explanations that help review the document and reduce the need for additional follow-up questions.

b) Filing instructions: A summary that makes it easier to understand what, when, and why your clients have to pay.

c) The tax return: The full document and a condensed version containing only the pages you specified with the most important information.

d) E-sign authorizations: A section where firm members can place signatures and insert placeholders for client signatures.

e) Invoice: An attached invoice that locks the tax return delivery until paid.

Create a tax return delivery

To create a tax return delivery, first, you need to upload a tax return document or choose an existing one. Upload your tax return document into a folder with Client can view permission. Otherwise, you will not be able to share it with the client.

Then there are two ways to create a tax return delivery:

• From Clients > Accounts > Documents: Click the three dots near the document you need and select Prepare tax return for delivery from the menu.

• From the tax return document: open the document, click the three dots and select Prepare tax return for delivery.

To create a tax return delivery, fill in the following sections:

Page classification

To help clients focus on what matters most, you can specify:

a) The most important pages of the tax return.

b) Pages that require the client’s signature.

You can enter page numbers one by one (e.g., 1, 2) or as a range (e.g., 3–5). Your clients will receive the chosen pages along with filing instructions. The full tax return document will also be available.

Intro

Add some introductory context and client-facing explanations to help your client better understand the tax return.

In the Intro, you can add a title and text. To improve client’s experience:

• Use formatting: different fonts, font sizes, lists, and links

• Upload images from your computer

• Embed videos via a Loom or YouTube link (other platforms are not supported)

Filing instructions

Filing instructions are a condensed list of your client’s payments, refunds, and penalties. To add instructions:

1. Click Filing instructions.

2. Click Add tax return summary or Add summary type, and choose one from the following types:

   • Payments due
   • Estimated payments
   • Penalties
   • Refunds
   • Overpayments applied

You can add multiple entries of the same type, even for Federal, State and City tax.

2. For each summary item, fill out:

   a) Authority (e.g., Federal, State, City)

   b) Amount

   c) Due date (if needed)

   d) Comment (if needed)

You can delete summary items by clicking on the icon in the top right of the item.

3. After all the summaries are added, click Save. All added information will be saved, and you will still be able to review the section and make changes .

Reminders about pending payments

If you want your client to receive a notification about pending payments, turn on Send automatic payment reminders toggle inside Filing instructions section.

Your client will receive a reminder 14 days before the payment deadline. If the payment due date is fewer than two weeks, the reminder will be sent immediately after you send the tax return.

You can check reminder status on the Tax Return Delivery page within the sent document.

E-sign authorizations

To provide your clients with an smooth end-to-end experience, include your signature and add signature placeholders directly in the tax return. To do this:

1. Click E-sign authorizations. For your convenience, this section will only display the pages you specified in Page classification .

2. Choose signers. You can select contacts linked to the account who have access to the portal.

3. Drag and drop the e-signature field. If needed, hover over one of the field corners and resize the field. If needed, you can also request KBA (Knowledge-Based Authentication) .

4. "保存"を

請求書

You can attach invoices directly to your tax return delivery to ensure clients pay before accessing the document. This creates a seamless experience where clients pay, review, and sign in one flow, helping you receive payments faster.

To add an invoice to your tax return delivery:

1. Go to the Invoice section.

2. Click Lock.

3. Choose an invoice from those you have already sent to the client or create a new one .

4. "保存"を

Send the tax return delivery

Once you have created a tax return delivery , the document is visible under the Docs tab in the Tax Return Delivery section. You’ll be able to review it and make changes. However, the tax return delivery will not be visible to the client until you send it. Here’s how:

1. Click Send to client on any page of the tax return delivery creation process.

2. Add a message if you’d like, then click Send to client again to confirm.

クライアントビュー

After you send a document with a tax return delivery, your client will see it in their To-do list on the homepage.

If you have locked the tax return delivery to an invoice, clients will see an Awaiting payment card. They must complete the payment before accessing the document.

After payment (if required), clients can review their tax return step by step:

1. Read the introduction (if available).

2. Review the filing instructions along with the specific pages you selected in the Classification section. They also have access to the full tax return document if they’d like to view it in detail.

3. Sign the document.

How do I know client reviewed and signed document

When the client will review and sign tax return, you will get a notification in your Inbox+ . Click on the Go to… inside notification to open it and review the status.

Also, you can track status in Clients > Accounts > Documents > Tax Return Delivery.