Send client returns to SurePrep Reviewer Dashboard

You can send 1040 and 1041 client PDF returns to SurePrep Reviewer Dashboard. Before you can send them, make sure you've enabled integration.

Select the Print
icon print button with a printer icon

from the toolbar.

note

Alternatively, go to File
, then Print Returns
.

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

Select the Client Copy
.

Select Electronic delivery
and SurePrep
.

note

If you have the Return Delivery set to SurePrep, this will already be selected for you.

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: