Mobile: How to Approve Firm Prepared Documents
What is Document Approval?
Once you have paid your bill, you will be able to download the documents that have been prepared by your accountant. To make sure that you are satisfied with their work and to make corrections easier, you can review and approve firm prepared documents directly from TaxDome app. If you are not satisfied, you can indicate the reason.
If you have documents that are awaiting approval, you will get a push notification. You will also see a notification on your Dashboard. Click to view the document.
All documents that need approval will be displayed in the Documents section under the Pending Approval subsection. To get there from your Home screen, tap the burger icon at the top left, tap Documents, then slide to Pending Approval.
To review and approve a document, tap the document title, then review the contents of the file. If the e-signature was requested for a document that was locked by a bill, you will need to settle that bill first.
Approving Firm Prepared Documents
If you are satisfied with the prepared document, tap the green I APPROVE changes requested button, then tap APPROVE in the confirmation window.
Rejecting Firm Prepared Documents
If you are not satisfied with the prepared document:
- Tap the red I Disapprove changes requested button, then indicate the reason for rejection.
- If you have any additional reasons, tap Add another reason. Otherwise, tap SUBMIT.