---
title: How can I send My Draft Tax Return to the Taxpayer?
description: Learn how to securely send tax return copies in Taxx Savage using Email Return, Customer Portal, or TaxesToGo app with password-protected delivery options.
---

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# 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

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