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 send signature documents to a customer’s portal, from the main menu of the customer’s tax return select Exit. TaxSlayer Pro displays the Receipt Menu:
Select Send Documents to be Signed.
TaxSlayer Pro displays the Signed Document Manager:
Select which documents to send to the customer’s portal and click Ok.
The documents will display in the Files From My Preparer section of the taxpayer's Customer Portal.