Customer portal allows preparers and taxpayer to securely share documents, including signature documents.
Note: The Basic Information of the tax return, including the taxpayer's SSN, phone number and email address, must be completed in the return before the signature documents can be sent to the taxpayer. The taxpayer must pick a username, create a password, and fill out their phone, email, last name and last four of their SSN and click SUBMIT or they will not see the documents.
To access the signature documents to be sent in ProWeb:
- Open the return.
- Navigate to the Submission page.
- Select "Send Tax Return Documents to Customer Portal".
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.