How can I send My Draft Tax Return to the Taxpayer?

You can send the return 3 ways:

1. Email Return from the submission page (PDF password = last 4 of SSN)
2. Send through Customer Portal for secure access
3. Use “Sync Return with Mobile App” for TaxesToGo users
   
   
   

   How to Send a Tax Return to a Client (Taxx Savage)

   There are a few ways to securely send a completed tax return to your client, depending on how you’re working with them:

   ---

   1. Send via Email (ProWeb)

   This is the fastest option for sending a completed return.

   • Go to the Submission Page inside the client’s return
   • Select “Email Return”
   • Enter the client’s email address
   • The system will generate a password-protected PDF
   • Click Send Email

   📌 Important:
   Let your client know the PDF is secured and the password is the last 4 digits of their SSN

   ---

   2. Send via Customer Portal (Recommended for Ongoing Access)

   Best option for secure document sharing and long-term access.

   • From the Submission Page, select “Create Customer Portal”
   • Confirm the client’s email and/or phone number
   • Send the portal invite
   • Upload or share documents directly through the portal

   📌 Clients can log in anytime to view, download, or sign documents

   ---

   3. Send via TaxesToGo App

   Ideal if your client is using the mobile app.

   • Go to the client’s profile
   • Select the Tools dropdown
   • Click “Sync Return with Mobile App”
   • Enter the client’s email and Tax Code
   • The return will be sent directly to their app