During the Process of Preparing the Return you will see documents pop up, you will need to have these signed by the Client, as they populate. Please be sure you are compliant.
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If you have a PTIN, you should have received an e-mail allowing you to complete your e-signature.
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This allows you to e-sign only once.
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Before you submit for AO(Affiliate Owner) or CO (Compliance Officer) review be sure to have the following e-signed:
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Consent Form:
Have the Client e-sign the Consent form BEFORE preparing the taxes, giving you consent to have their information.
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Bank Documents:
This explains the Federal Refund
Applicable Fees
Amount funded to the Client, after fees
Also, consents to Refund Transfer
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E-File Form 8897:
Allowing the tax return to be signed and filed electronically.
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TaxPro Docs does NOT support Word documents
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Before you submit for AO(Affiliate Owner) or CO (Compliance Officer) review be sure to have the following uploaded into the TaxPro Docs:
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TaxPro Docs ONLY supports the following files:
PDF
JPG
PNG
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Driver's License
Taxpayer
Spouse
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Social Security Cards (encouraged but not required):
Tax Payer
Spouse
Dependents
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Tax Documents:
W2
1098
1099
1095-A Certificate
Residency Support Documents
any other documents that may be helpful to include
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E-Signing/Uploading Documents
