Send reminders for unsigned returns

If a taxpayer hasn't completed the signing process, send them an email with a link to the return. You can also resend a link to a taxpayer who hasn't completed signing but has lost the original notification email.
note
You can only send reminders for unsigned returns. If a taxpayer has completed the signing process but has lost the email with a link to it, select
Resend Access Link
.
  1. Mark the checkbox next to the taxpayer's name.
  2. Select
    Send Reminder
    .
  3. Go to the
    Send Reminder Now
    tab.
  4. Mark the
    Send Signing Reminder
    checkbox.
  5. Select
    Send
    to deliver the reminder.

Additional information

  • The reminder only goes to the spouse who hasn't signed. The other signer doesn't get a reminder.
  • The last date a reminder was sent appears in the
    Last Reminder
    column of the
    Delivered Returns
    report.
  • For
    Grouped Returns
    , only the
    Controller
    receives a reminder email.