How can my client print their return?

ProDesk's Taxpayer Access Permissions feature allows you to securely provide your clients with access to their tax returns. Once access is granted, the taxpayer receives a secure link by email where they can view, download, and print their return.

To use the Taxpayer Access Permissions feature, you must first enter the client's email address on the Taxpayer Information page.

To allow your client to print or download their return

1. Log in to your ProDesk account and enter the desired return by selecting Enter Return.
2. On the Navigation Page, under Account Maintenance, select Edit Taxpayer Access Permissions.
3. Use the taxpayer permission drop-downs to select Allowed for Print This Return.
4. Check the box for send invitation email.
5. Select Continue.
6. An Email Sent confirmation will appear, indicating that the secure access invitation has been sent to your client.

Your client will receive an email with a secure link to access their tax return. To verify their identity and access the return, the taxpayer will be asked to provide:

• Primary taxpayer's first name, middle initial, and last name
• Primary taxpayer's Social Security Number
• Authorization Key – located in the taxpayer's email and on your Taxpayer Access Permissions screen

Your client may have issues accessing the link if the send invitation email check box was not selected when you continued past the Taxpayer Permission page.