Reviewing & Signing Your Return (Written Version)

When your return is ready, you’ll get an email to get started. Here’s the general flow:

• Open the email and click through to the return, then verify your identity
• Read any message we’ve left for you about the return
• Pay any invoice for our fees, if one is due
• Review your tax documents
• Sign — electronically in most cases, though a manual (wet) signature is available if you prefer
• If it’s a business return with K-1s to distribute, you’ll handle that here too
• Pay any tax payment vouchers that are due
• You’ll land on a confirmation page once everything’s complete, where you can download your copy

If we’re paper-filing your return instead of e-filing, that option appears here as well.