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Usage guides

Forward a copy of your return

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Clients can forward a copy of their return to any recipient. The recipient can't sign, pay, or distribute K-1s. They’ll only receive a PDF copy of the return.
note
The recipient needs to enter an access code to view and download the documents.
Forward documents before signing
  1. Go to the
    Review
     section of the return.
  2. Select
    Forward
    .
  3. Select which documents to send to the recipient.
  4. Enter an
    Email Address
     for the recipient.
  5. Enter a
    Country Code
     and
    Mobile Number
     for the recipient (optional).
    • If a mobile number is entered, the access code will be sent to that number.
    • If no mobile number is entered, the access code will be sent to the recipient's email.
  6. Select
    Add New Contact
     to add additional recipients (optional).
  7. Select
    Send
     to deliver the return documents.
Forward Documents After Signing
  1. Access the return using the link emailed to you after signing was complete.
    • You'll need to complete authentication to gain access.
  2. Select
    View or Forward Tax Documents
    .
  3. Select
    Forward
    .
  4. Select which documents to send to the recipient.
  5. Enter an
    Email Address
     for the recipient.
  6. Enter a
    Country Code
     and
    Mobile Number
     for the recipient (optional).
    • If a mobile number is entered, the access code will be sent to that number.
    • If no mobile number is entered, the access code will be sent to the recipient's email address.
  7. Select
    Add New Contact
     to add additional recipients (optional).
  8. Select
    Send
     to deliver the return documents.

This article applies to:

  • Product: safesend
  • Audiences: Client