Accessing the Share Returns Dialog
1. With a return Project open, hover over the Tax Return.
2. Click Share Returns.
Sharing Options
1. Verify the return.
2. Enter the recipient's email address.
3. Click Send.
If a return has already been shared, information will appear in Tax Returns Already Shared.
A. View Link will open a new tab to display the page shared with the recipient.
B. Go to Project will open the project associated with the shared return.
C. The Dates outline when the shared return was created, visited, and set to expire.
D. The Recipient of the shared item is listed below.
E. MFA displays if there is security on the shared link.
F. You can click Reset the Expiration Date to refresh the link and avoid expiry.
G. Click Add or Remove Files to modify the shared files sent to the recipient.
H. Copy Share Link allows you to retrieve the link to share with the recipient.
I. Use Change Email and Resend if you need to modify the recipient.