Review & Sign Your Tax Returns (Desktop)

Initial Email

The signer receives an email with a link to the document to be signed.

1. Click the access link to get started. 

Authentication 

When the access link is clicked, a webpage will open. The signer will be prompted to answer a question or enter an access code if the firm chose to include this step. 

Access Code 

1. Click the Request Access Code. 
2. Enter the 8-digit access code in the code field.
3. Click Continue to proceed to the signing step. 

Question/Answer 

1. Enter the answer to the question into the answer field. 
2. Click Continue to proceed to the signing step. 

Sign

A list of all pages that require your signature is listed in the left panel. 

1. Click on the Start arrow to be led to your first signature line.

• Continue to click this arrow as you proceed to be led to all signature lines. 

1. Click on the green signature block to open the Add Signature window.
2. Type out or draw your signature.
3. Click Apply.
4. Click Finish once all signature fields have been filled.

Decline to Sign

The signer has the option to decline to sign. This applies to all documents in the document summary. 

1. Click Decline to sign. 
2. Enter a reason for declining. 
3. Click Continue to submit the declination. 

Delegate to Someone Else

The signer can choose to assign their signature lines and documents to someone else. The new signer receives an email notification to sign. 

1. Click Delegate to someone else. 
2. Enter the email address of the new signer. 
3. Enter the name of the new signer. 
4. Enter a reason for changing signing responsibility. 
5. Click Send to finalize the delegation. 

After Signing 

The signer receives a link via email that can be used to download the signed documents. 

1. Click the Download Link in the email. 
2. Complete Authentication (if applicable). 
3. Click the Document Name to download only that document OR
4. Click Download All to download all documents into a .ZIP file.