When your tax preparer finishes your tax return, he or she uploads your return to your Client Tax Returns folder.
Click to expand for more information
Remember: Use the file path near the top of the screen to move backwards inside your vault.
- Click on your vault to move inside.
- Click on the TYXX folder for the current tax year.
- Click on the Client Tax Returns folder.
- To save and view your tax return on your desktop, under Actions, click the Download icon.
- Or, click on the file name to view a preview of the tax return in your browser.
See Previewing Documents using the SmartVault Client Portal for more information on the preview feature.