TaxesToGo can be used to send documents back and forth. Please follow the outlined steps below to complete the process:
- You will need to already have the return in your program to use TaxesToGo when only using the app to share documents. If you haven't already, start the return.
- After starting the return, the taxpayer will need to download the TaxesToGo mobile app from the branded TaxesToGo link, the Apple App Store or Google Play Store. To send documents the taxpayer must fully create the account once downloaded.
- Have the taxpayer upload their tax documents using the Upload Documents feature within the mobile app.
- After the taxpayer has uploaded their tax documents, you will want to associate the app account with the existing tax return in your program. This will allow you to see the documents that the taxpayer has uploaded and send the taxpayer signature documents. (See below for instructions on this step.)
To sync an app account with an existing return, the taxpayer will need to give you their Tax Code provided to them by the app.
For Desktop Users
Be sure you have included the taxpayer's email address in their Name & Address information. From the Main Menu of their tax return select:
- Personal Information
- Other Categories
- Associate with Pro App Return?
- Enter the Tax Code.
For ProWeb Users
To sync an app account with an existing return, select:
- Client Search
- Locate the client and select the Tools drop-down menu on the right side of the screen
- Sync Return with Mobile App
- Enter the taxpayer's email address and Tax Code.
After the return is synced, you will be able to see the documents uploaded through the app and you will be able to send signature documents to the taxpayer.