Tax return package
Review your tax documents, understand what you owe or will receive as a refund, and sign everything electronically—all in one organized tax return package.
Tax return package, explained
When your accountant prepares your tax return, they can send it to you as a comprehensive package with helpful guidance and tools to make the review process seamless.
Your tax professional can add context to help you understand your return:
- An introduction with important recommendations and information about your return
- A clear summary of taxes due, estimated payments, and refunds you can expect, with payment recommendations and links to payment portals where available
- Highlighted pages containing key information and payment vouchers
- A reminder set 14 days before tax payment deadlines
To ensure a smooth workflow, your tax professional can also:
- Attach their invoice directly to the tax return
- Request your e-signature on specific pages
Everything is organized in one place to make it easy to review, sign, and complete.
How do I know my tax return is ready?
Once your tax return is ready, it will appear in your To-do list . You will also receive an email notification or a push notification in your mobile app with a direct link to the tax return package.
To make sure you don’t miss your tax return, you may receive reminder emails about a pending tax return until you review it and complete all required steps.
Tip
Review your tax return as soon as possible. This gives you time to ask questions and arrange payment before the deadline.
Review tax return
Note
If your tax professional linked the tax return to an invoice, you will be able to review the tax return only after completing the payment. Learn more about locked documents .
To review your tax return:
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Click Review tax return on the to-do list item on your homepage.
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Read through the introduction if present. Click Next.
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Within the next step, you can review:
a) Pages, highlighted by your accountant.
b) Full tax return.
c) Summary of what you owe, when payments are due, and refunds you can expect.
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Sign the document (optional, see below ).
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That’s it. Now, you can:
a) Chat with us: Send a message to your accountant.
b) Download tax return: Get a full tax return document.
c) View tax summary: Proceed to the Tax summary section, where you can work with upcoming payments and refunds.
To review your tax return:
- Tap the tax return on the Waiting for action list on your homepage.
- Read through the introduction if present. Tap Review tax return.
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Within the next step, you can review:
a) Pages highlighted by your accountant.
b) Full tax return document.
To see a summary of taxes owed, when payments are due, and any expected refunds, open the full document and swipe up to expand the Tax summary section.
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Tap Continue to signing to sign the document (see below ).
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That’s it. Now you can go back to the home screen or download your tax return.
Note
Some tax returns include estimated tax payments—these are advance payments toward next year’s taxes, typically required for business owners, freelancers, or those without regular tax withholding.Sign your tax return electronically
If your accountant has requested an e-signature, you can sign your tax return directly in the portal. To do so:
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Click Start. If you don’t have your signature set up, you will be asked to add it .
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Review the pages that require your signature.
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Fill all the placeholders: click on each signature field. You can track your progress in the right sidebar.
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Once all signatures are complete, click Finish.
Note
Some signature fields may require Knowledge-Based Authentication (KBA) for additional security. If so, you will be asked to answer a few verification questions.
To sign your tax return:
- Tap Continue to signing once you review the documents.
- Tap Continue to start signing.
- Tap each signature field to fill it in and click Finish when done.
Work with payments and refunds
Once you complete your tax return review, any expected payments and refunds will appear in the Tax summary section. From there, you can manage them in a convenient format: navigate to payment websites, print vouchers, and mark transactions as complete.
Access viewed tax returns
After you’ve reviewed and signed everything, your tax return package remains accessible inside the documents section. To view it:
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Go to the Docs section.
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Click the three dots next to the file and choose View tax return.
In the Docs section, you will see statuses next to files:
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Viewed by client: You have already reviewed the tax return package.
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Delivered: You have not yet reviewed the document, please do so.
Your viewed tax return documents remain accessible in the Documents section. Tap a file to open it.
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