Send client returns to SurePrep Reviewer Dashboard

Before you can send a client copy of the return to SurePrep, make sure you've enabled integration.

Select Print
print button with a printer icon

from the toolbar.

To send multiple returns to SurePrep, select Clients
, choose the clients, then select OK
.

Select the Client Copy
.

Select Electronic delivery
and SurePrep
.

Select Assemble
.

Once complete, you'll get a confirmation with the number of tax returns successfully assembled.

After assembly, go to the SurePrep Reviewer Dashboard.

Open the client whose return you sent.

Select Deliverables
.

Select Fetch
.

If you don't see Fetch
, make sure you've entered the API Key and Firm ID in the Tax File Activation screen in SurePrep.

This article applies to: