New user training

Upload, process, and deliver

To manually upload a return, select your tax software.
Select the upload box to open a file browser, or drag and drop the appropriate document to upload.
Edit the Client ID as needed. If the return is part of a group, you can enter a Group Name, but this is not a required field.
Select
Submit
. The return is now in your In-Process dashboard.
Select
Process
to begin.
The return opens on the Client Info tab. During processing, you can ensure that all client information, amounts due, refunds, and signature pages are correct.
Refunds appear in green and payments due appear in red. Estimated payments are not displayed in this tab, but you can view them in the Transmittals or Vouchers tab.
Select the authority in the left panel to view the page the refund was calculated from and open the Refunds & Payments Due panel.
You can edit the overpayment or applied amounts to adjust the total refund amount.
Select
Update
to save any changes. You can also add refunds manually by selecting the green and white plus button.
Select an authority from the drop-down, enter an overpayment and applied amount, then select
Add
. The panel displays the Return Information.
If the ERO/Signer and Office Location are not auto-populated, select them from the drop-down.
You can view and edit taxpayer information. For Married Filing Joint returns, scroll to view spouse information. Any changes to taxpayer or spouse information are only reflected in SafeSend and do not edit the uploaded PDF.
The Date of Birth and Mobile Number are not required and can be left blank.
An email address is required. This will either auto-populate from Client Management, or you may need to enter it manually if this is your client's first year using SafeSend.
For joint returns, the taxpayer and spouse are required to authenticate through separate email notifications, but they can share an email address.
Marking a taxpayer or spouse as Deceased removes them from the signing process. If there is no spouse, the return is set to a manual signing process.
The Group tab provides an overview of the pages and sections of the return.
Select any of the folders to isolate pages in a specific category.
You can move or delete pages by using the
Move To
drop-down in the center of the page.
You can restore deleted items from the Deleted section.
The Transmittals tab is where you review all filing instructions and transmittals. You can also compare your transmittal letters to the vouchers in the return.
The panel displays recognized vouchers and estimated payments.
Select a voucher to open the editing panel on the right.
You can edit voucher details as needed. We recommend you double-check that the amounts due and due dates are correct.
Select
Update
to save any changes.
To add a voucher manually, select the green and white plus button.
Select the taxing authority.
Enter the form name.
Enter the amount due.
Select a watermark option.
Online Payment Required
allows the taxpayer to pay online.
Alternatively, select
DO NOT PAY
if the voucher is scheduled for automatic withdrawal, or select
Add Custom
to write custom instructions for your taxpayer.
Select
Add
.
The voucher now appears on the left-hand side with the form name that was entered.
The manually added voucher also appears in the Vouchers tab. The watermark image shown here is what the client will see.
The Tax Returns tab stores any unrecognized pages and does not require any action.
The E-File tab displays all e-file forms, including FBARs.
Select a taxpayer name from the drop-down to highlight or place signature controls for the selected signer.
You can drag and drop any of the additional fields if needed.
Use the Paper File tab for clients that have local returns that cannot be electronically signed. This option may or may not be available based on your firm's settings.
Select the green and white plus button to upload your paper file returns.
Select the upload box to open a file browser, or drag and drop the appropriate document to upload.
Select the authority and add the mailing address.
Select
Submit
.
You can edit the form name, authority, or mailing address in the right panel.
The Additional E-Sign Documents tab allows you to upload additional documents that require signature fields.
Select the green and white plus button.
Select the upload box to open a file browser, or drag and drop the appropriate document to upload.
Select the appropriate document type from the drop-down.
Select
Submit
.
Locate the page that needs signature controls using the navigation options at the top of the section.
Drag and drop a signature block onto the page.
Double-check that the fields are assigned to the appropriate signer. Use the signer drop-down to select a different signer.
Select a voucher to open the editing panel. The Vouchers tab displays all payment and estimated vouchers included in the return. These options are the same as those in the Transmittals tab.
If there are $0.00 vouchers, an orange box appears on the Vouchers tab.
Select the box to remove them.
Entity returns include a K-1s tab that displays all pages in the return recognized as K-1s.
The K-1 packages are separated and displayed in the left panel. Select a K-1 recipient name to open the Partner Information panel on the right.
If the SSN or EIN was not printed on the K-1, select a Partner Type from the drop-down and enter an SSN or EIN.
You can add a mobile number and email address for the K-1 recipient, but this is not required. The taxpayer can enter this information when they distribute the packages.
Depending on your firm's settings, you can turn SSN and EIN masking on or off using the toggle button. This masks the information on the PDF as well as in SafeSend.
The Invoices tab displays any pages recognized as invoices. This section may or may not be available based on your firm's settings.
Enter the amount due in the
Invoice Amount
box.
If an invoice was printed but you do not want it sent with the return, select the
Do not send
checkbox.
The
Require payment
checkbox is only available for firms using the Stripe integration.
Select
Replace Invoice
to replace the existing one.
Add a bookmark name and amount, then select
Save
.
The Attachments tab is used to manually add forms that were not included in the original return PDF, such as source documents.
Select the upload box to open a file browser, or drag and drop the appropriate document to upload.
You can add a note for the taxpayer or view templated instructions.
The Delivery Options are default settings pulled from the firm settings or your My Settings menu.
Select
Taxpayer Preview
to open a new tab and view the return as the taxpayer will see it.
Select a contact person who appears for the taxpayer. You may select any user in the drop-down.
Use
Message From Preparer
to add a message that appears to the taxpayer after authentication.
The Email Notifications area allows you to choose who receives the return first, what sender name appears on the client emails, and who will be notified once the return is signed.
In the SMS Text Notifications section, you can enable or disable text-based signing reminder notifications for clients.
You can adjust the voucher and signing reminder frequency or turn the reminders on or off.
If your firm settings permit, you can modify how long SafeSend stores a return in this section.
In the Signature Options section, you can choose whether the taxpayer will eSign or manually sign. Depending on your firm settings, you can also disable KBA, allow signer delegation, and enable KBA for delegated signers.
The mailing address and fax number your client sees during the manual signing process appear here. You can choose a different office location from the drop-down.
Select the bullhorn icon to report the return to our Support team if you experience any issues during processing.
Select
Finish
to deliver the return.
You may receive a pop-up window prompting you to either add this client to your Client Management records or update any changed data. We recommend you select
Yes
to add it.
Internal Routing allows you to send a return for review or approve it before delivering it to the client.
To send for review, select the reviewer from the drop-down, and select
Send
.
Use the
Send to ERO / Signer
option to send the return for review to the signer whose PTIN is on the return.
Use the
Approve for Delivery
option to mark the return as approved.
To send the return to the client, select
Deliver to Client
.
For joint returns, select who will receive the return first and select
Send
.

1040 client experience

You will receive an email from noreply@safesendreturns.com.
Select
Let's Get Started
to open the return.
Select
Get Started
to continue.
Enter the first or last four digits of your Social Security number.
Select
Confirm
.
Select
Send Code
to generate an access code.
This code is sent to your email address or mobile device, depending on your firm's settings.
The code is valid for 20 minutes, until you use it, or until you generate a new code.
Retrieve the code from your email inbox or mobile device.
Enter the code and select
Confirm
.
Depending on your firm's settings, you may have an SMS Consent window.
If you would like to receive text reminders to sign your return, enter your mobile number and select
Yes
.
If you do not want to receive text message reminders, select
No
.
This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.
Select the
Contact
button to find the contact information for someone at your tax firm.
Select your name to edit your profile or sign out.
You can also preview the steps required to complete your return.
Select
Get Started
to begin.
Review the message from your tax firm and select
Next
.
If an invoice was included with your return, it is displayed at the beginning of the review step.
You may have an option to
Pay Now
, which directs you to your tax firm's payment site.
You may be required to pay before continuing.
Once the invoice has been reviewed or paid, select
Next
.
You can review each section of your return by selecting the section name in the left panel. Within the section, you can scroll down, use the navigation arrows at the top, or use the bookmark panel on the right to move through the pages.
If attachments were included with your return, you are redirected to a new page. Select
Notes
to view instructions from your firm.
Select
Download
or
Download All
to retrieve the documents.
You can also forward or download documents in the Review section.
To forward, select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select
Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.
To download, select one or more documents and select
OK
, or select
Download All
.
Select
Next
to continue.
Depending on your firm's settings, you may have options to eSign, manually sign, or delegate signing. Select
e-Sign
to continue with the e-signing process.
Enter or confirm your date of birth.
Select the consent to eSign checkbox.
If there is a spouse on the return, enter or confirm their email address, and select
Next
.
Answer the Knowledge-Based Authentication questions before signing your return. Answer 3 of the 5 questions correctly to continue.
Select the
Start
flag to begin.
Select the green Signature block.
You can choose to type or draw your signature, then select
Apply
to sign the form.
Select the
Next
flag to be guided to the next signature field.
Select the green Signature block to apply your previously chosen signature.
As you sign the pages, they are checked off in the left panel.
Continue to select the
Next
flag to be guided to any additional fields.
Once all fields are completed, select
Next
to continue.
Double-check or update your spouse information.
Select
Next
to finalize signing.
If paper file returns were included with your return, you will get another message from your tax firm. Review the message and select
Next
to continue.
Select to print or download your paper file return.
Select
I Consent
to access the forms. Select
Skip
to move to the next step without printing or downloading your paper file returns.
This is the pay section. You'll see any payment vouchers that were included with the return.
Adjust your automated reminder settings as needed.
Select
Pay
.
You have the option to pay online or download the voucher and filing instructions.
Select
Add Payment Details
.
This is for record keeping purposes only. This does not initiate or confirm that any payment has been made to the taxing authority. Select
Done
to continue.
Enter payment details and select
Add Payment
to save any changes.
The voucher is marked as Paid. You can edit this anytime by selecting the
Edit Payment Details
button.
You can download all your vouchers and filing instructions here. Select
Next
.
This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.
Select
Done
after reviewing or paying your vouchers.
You are directed back to your return dashboard where you can go back to your vouchers section, review or distribute your K-1s, or view or download your documents. Select the
Contact
button if you have any questions or concerns about your return.

Entity with K-1 distribution

Select
Let's Get Started
to open your return when you receive an email from noreply@safesendreturns.com.
Select
Get Started
to begin.
Select
Send Code
to generate an access code.
This code is sent to your email address or mobile device, depending on your firm's settings.
The code is valid for 20 minutes, until you use it, or until you generate a new code.
Retrieve the code from your email or mobile device.
Enter the code and select
Confirm
.
Depending on your firm's settings, you may have an SMS Consent window.
If you would like to receive text reminders to sign your return, enter your mobile number and select
Yes
.
If you do not want to receive text message reminders, select
No
.
This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.
Select the
Contact
button to find the contact information for someone at your tax firm.
Select your company name to edit your profile or sign out.
You can also preview the steps required to complete your return.
Select
Get Started
to begin.
Review the message from your tax firm and select
Next
.
If an invoice was included with your return, it is displayed at the beginning of the review step.
You may have an option to
Pay Now
, which directs you to your tax firm's payment site.
You may be required to pay before continuing.
Once the invoice has been reviewed or paid, select
Next
.
You can review each section of your return by selecting the section name in the left panel. Within the section, you can scroll down, use the navigation arrows at the top, or use the bookmark panel on the right to move through the pages.
If attachments were included with your return, you are redirected to a new page. Select
Notes
to find instructions from your firm.
Select
Download
or
Download All
to retrieve the documents.
You can also forward or download documents in the Review section.
To forward, select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select
Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.
To download, select one or more documents and select
OK
, or select
Download All
.
Select
Next
to continue.
Depending on your firm's settings, you may have options to eSign, manually sign, or delegate signing. Select
e-Sign
to continue with the e-signing process.
Select the
Start
flag to begin.
Select the green Signature block.
You can choose to type or draw your signature, then select
Apply
to sign the form.
Select the
Next
flag to be guided to the next signature field.
Select the green Signature block to apply your previously chosen signature.
Continue to select the
Next
flag to be guided to the next signature field.
Some fields prompt you to check a box or enter information. Complete the field and select the
Next
flag.
Once all fields are completed, select
Next
to continue.
Select
Next
to finalize signing.
If paper file returns were included with your return, you will get another message from your tax firm. Review the message and select
Next
to continue.
Select to print or download your paper file return.
Select
I Consent
to access the forms. Select
Skip
to move to the next step without printing or downloading your paper file returns.
You can distribute your K-1s electronically or download the packages to print and mail them. To deliver them securely via email, select
Send Electronically
.
Select
Edit
to enter the K-1 recipient email address or edit other profile information.
Use the fields in the K-1 Partners Details window to make changes.
Uncheck the update notification checkbox if you do not want to send an information update notification to your firm.
Select
Save
to apply any changes.
Select the checkbox to the left of the K-1s to distribute, or use the select all checkbox to select all K-1s.
Select
Email Documents
to deliver the packages.
Review the Status column at any time to check if the K-1s have been downloaded. The status updates to Sent once the packages have been delivered.
Select
Download All K-1s
to download all packages into one PDF. Select
Download Selected K-1s
to download selected packages as separate PDFs.
Large downloads are sent to your My Downloads folder in your profile menu.
Select the
Download
arrow to complete the download.
This is the pay section. You'll get any payment vouchers that were included with the return.
Adjust your automated reminder settings as needed.
Select
Pay
.
You have the option to pay online or download the voucher and filing instructions.
Select
Add Payment Details
.
This is for record keeping purposes only. This does not initiate or confirm that any payment has been made to the taxing authority. Select
Done
to continue.
Enter payment details and select
Add Payment
to save any changes.
The voucher is marked as Paid. You can edit this anytime by selecting the
Edit Payment Details
button.
You can download all your vouchers and filing instructions here. Select
Next
.
This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.
Select
Done
after reviewing or paying your vouchers.
You are directed back to your return dashboard where you can go back to your vouchers section, review or distribute your K-1s, or view or download your documents. Select the
Contact
button if you have any questions or concerns about your return.

Delivered report

The Status column reflects where the return is in the signing process.
Use these icons to refresh the report, generate quick reports, customize your column display, adjust your filters, and export the report to Excel.
You can edit one or more returns at the same time using the Bulk Action buttons. Select the checkbox to the left of the return to select it, then select the appropriate Bulk Action button.
Use the column headers to search or filter the report. Select the column header to sort the report in ascending or descending order.
Sort by Standard or Grouped returns in the Group Name column.
Select the
More (...)
button in the action column to find additional actions available for that return.
The return Status column reflects whether the delivery was successful or where the return is in the signing process.
AWAITING E-SIGN
and
AWAITING UPLOAD
mean you are waiting for the client to sign the return.
PARTIALLY SIGNED
is for married filing joint returns and means only one of the two signers has signed.
Select the
PARTIALLY SIGNED
status to check which client has signed and when. Any report item that appears in blue can be selected to reveal more information.
E-SIGNED
means the return was electronically signed by the client.
UPLOADED
means the return was manually signed and uploaded by the client.
SIGNED AND E-SIGNED
means the first signer eSigned but the second signer signed outside of SafeSend and a user changed the status.
MANUALLY SIGNED
means the return was signed outside of SafeSend and a user changed the status.
E-SIGNED - IN OFFICE
indicates the return is complete and was eSigned in your office.
Use the
Change Status
Bulk Action button to manually change the status of one or more returns. The return status must be
AWAITING UPLOAD
,
AWAITING E-SIGN
, or
PARTIALLY SIGNED
to use this feature.
Select the checkbox to the left of one or more returns, then select
Change Status
.
Select
Manually Signed
from the drop-down.
Select
Save
, then select
Yes
to confirm. The return status updates to Manually Signed.
Set Access
allows you to select who can and can't view the returns. System Admins will still see all returns regardless of the Set Access setting.
Send Reminder
allows you to send a manual reminder to sign immediately, or adjust automated reminder settings.
Moving signed and downloaded returns to the Archive keeps your delivered returns dashboard clean, leaving only the returns the firm is still waiting on.
Download e-file Forms
allows you to download signed documents in bulk to a .ZIP file. Only returns in an
UPLOADED
,
E-SIGNED
,
SIGNED & E-SIGNED
, or
ALTERNATE & UPLOADED
status can be downloaded in bulk.
Delete
moves returns from the Delivered Returns section to the Recycle Bin section. You can restore or permanently delete returns from the Recycle Bin. Permanent deletion is not recommended.
Change Office Location
allows you to change the assigned office location for the return. You can only view returns assigned to office locations you have permission to use.
Select the
Refresh
icon to ensure your report is up to date and any recent changes are reflected.
Two Quick Report options are available: you can generate a report showing which return links have not been accessed by the client, and which clients have failed Knowledge-Based Authentication.
Column Options allow each user to customize the columns displayed in their Delivered Returns report.
The Filter option allows you to apply recent filters, save custom filters, and set a default filter. You can also use the
Clear Filter
option to remove all filters and display all returns you have permission to view.
The
Export to Excel
option allows you to export the filtered report to Excel. This report also displays client email addresses.
Select the green
Edit Client Info
button to update client information. Select the card to open the edit window and save any changes.
Select the ellipsis to expand the Action menu for that return.
You can download the e-file forms individually rather than in bulk.
Clients can become locked out of their tax return by entering an incorrect or expired access code or an incorrect Social Security number. Select
Unlock Return
to allow the client to attempt to authenticate again.
The
Resend Access Link
option is only available for returns in an E-Signed, Uploaded, or Manually Signed status. Use the
Send Reminder
option for unsigned returns.
Select the arrow to resend the access link to the client, or select the paper icon to copy their access link to your clipboard.
Client View
opens a new browser tab and allows you to access a static view of what the client sees. You can check what progress the client has made and if they have marked vouchers as Paid.
Recall a return if any changes need to be made after delivery. This moves the return to your Send Tax Returns dashboard where you can reprocess it, or delete it if you need to upload a new return.
Send Reminder allows you to edit the automated reminder settings for that return or send a reminder to sign immediately.
Upload Estimates
allows you to upload updated estimated vouchers to the return.
You can generate an Access Code for the taxpayer and provide it via email or phone. Select this option after the client selects the
Send Code
button. Any codes generated before this step will be rendered invalid.
Select
Generate Access Code
.
View and provide the new code. This code is valid for 20 minutes, until it is used, or until a new code is generated.
The Retention Policy is set by the firm, but if your settings allow, you can adjust it here.
Report a Problem
allows you to send a report from a specific return to our Support team. This provides them with additional return details that may be useful for troubleshooting.
User Tracking
allows you to view certain firm and client events. Tracked events include return delivery, signing, and downloading.
Download Returns
provides a place to download specific items from the return.
The
Screen Share
option allows you to work with clients remotely by viewing their screen in real time.
You can archive returns individually from the Action menu.
You can delete a delivered return to move it to your Recycle Bin.
A return becomes locked when a user opens a return for processing or exits it without saving and closing. If another user tries to access the locked return, they will receive a Return In-Use error. You can unlock it from the Locked Returns dashboard.
The
K-1 Delivered Status
report provides a breakdown of the percentages of K-1s delivered and downloaded. You can view and export K-1 status data. Users can also deliver K-1s on behalf of clients if their firm settings allow.
The blue eye icon allows users to go into Client View to distribute K-1s if needed.
The green person icon displays K-1 Partner Update statuses.
The
Reminder Management
dashboard allows you to run a report showing delivered and scheduled voucher reminder emails.
Enter a date range and select
Filter
to generate a report.
You can also export the generated report to Excel.

Grouped returns

You will receive an email from noreply@safesendreturns.com. Select
Let's Get Started
to open the group of returns.
Select
Get Started
to continue.
Select
Send Code
to generate an access code.
This code is sent to your email address or mobile device, depending on your firm's settings.
The code is valid for 20 minutes, until you use it, or until you generate a new code.
Retrieve the code from your email inbox or mobile device.
Enter the code and select
Confirm
.
This is the landing page for your returns. Select the
Contact
button to find the contact information for someone at your tax firm.
Select your name to edit your profile or sign out.
Use the column headers to search or filter your returns.
Review the Signature Status, Next Payment Due, and K-1 Distribution Status columns to determine which returns require action.
Select the Action menu, then select
Email Documents
to forward part or all of the return to a third party. Select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select
Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.
Select
Open
to begin the client experience for that return. From here, the process is the same as it is for the standard
1040 Client Experience
or
Entity Client Experience
.
This is the landing page for your return. A summary of your refunds and payments due is available in the left panel.
Select the
Contact
button to find the contact information for someone at your tax firm.
Select your name to edit your profile or sign out.
You can also preview the steps required to complete your return. For entity returns, you will also have a K-1 distribution step.
Select
Get Started
to begin.
Review the message from your tax firm and select
Next
.
If an invoice was included with your return, it is displayed at the beginning of the review step.
You may have an option to
Pay Now
, which directs you to your tax firm's payment site.
You may be required to pay before continuing.
Once the invoice has been reviewed or paid, select
Next
.
You can review each section of your return by selecting the section name in the left panel. Within the section, you can scroll down, use the navigation arrows at the top, or use the bookmark panel on the right to move through the pages.
If attachments were included with your return, you are redirected to a new page. Select
Notes
to find instructions from your firm.
Select
Download
or
Download All
to retrieve the documents.
You can also forward or download documents in the Review section.
To forward, select one or more documents, enter one or more recipient email addresses and optional mobile numbers, and select
Send
. They receive only a PDF copy of the selected documents and are not prompted to sign, pay, or perform any other action.
To download, select one or more documents and select
OK
, or select
Download All
.
Select
Next
to continue.
Depending on your firm's settings, you may have options to eSign, manually sign, or delegate signing. Select
e-Sign
to continue with the e-signing process.
For 1040 returns, enter or confirm your date of birth.
Select the consent to eSign checkbox.
If there is a spouse on the return, enter or confirm their email address, and select
Next
.
For some 1040 returns, answer the Knowledge-Based Authentication questions before signing your return. Answer 3 of the 5 questions correctly to continue.
Select the
Start
flag to begin.
Select the green Signature block.
You can choose to type or draw your signature, then select
Apply
to sign the form.
Select the
Next
flag to be guided to the next signature field.
Select the green Signature block to apply your previously chosen signature.
As you sign the pages, they are checked off in the left panel.
Continue to select the
Next
flag to be guided to any additional fields.
Once all fields are completed, select
Next
to continue.
Double-check or update your spouse information if applicable.
Select
Next
to finalize signing.
If paper file returns were included with your return, you will get another message from your tax firm. Review the message and select
Next
to continue.
Select to print or download your paper file return.
Select
I Consent
to access the forms. Select
Skip
to move to the next step without printing or downloading your paper file returns.
For entity returns, you can distribute your K-1s electronically or download the packages to print and mail them. To deliver them securely via email, select
Send Electronically
.
Select
Edit
to enter the K-1 recipient email address or edit other profile information.
Use the fields in the K-1 Partners Details window to make changes.
Uncheck the update notification checkbox if you do not want to send an information update notification to your firm.
Select
Save
to apply any changes.
Select the checkbox to the left of the K-1s to distribute, or use the select all checkbox to select all K-1s.
Select
Email Documents
to deliver the packages.
Review the Status column at any time to check if the K-1s have been downloaded. The status updates to Sent once the packages have been delivered.
Select
Download All K-1s
to download all packages into one PDF. Select
Download Selected K-1s
to download selected packages as separate PDFs.
Large downloads are sent to your My Downloads folder in your profile menu.
Select the
Download
arrow to complete the download.
Select
Next
to continue.
This is the pay section. You'll see any payment vouchers that were included with the return.
Adjust your automated reminder settings as needed.
Select
Pay
.
You have the option to pay online or download the voucher and filing instructions. Select
Pay Now
to be directed to the taxing authority's website.
Select
Add Payment Details
.
This is for record keeping purposes only. This does not initiate or confirm that any payment has been made to the taxing authority. Select
Done
to continue.
Enter payment details and select
Add Payment
to save any changes.
The voucher is marked as Paid. You can edit this anytime by selecting the
Edit Payment Details
button.
You can download all your vouchers and filing instructions here. Select
Next
.
This section has your Estimated Tax Payments, broken up by date in the left panel. You have the same payment options available.
Select
Done
after reviewing or paying your vouchers.
You are directed back to your return dashboard where you can go back to your vouchers section, review or distribute your K-1s, or view or download your documents.
Select the
Contact
button if you have any questions or concerns about your return.

Settings