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SmartVault Customer Center

How do I download my tax return?

When your tax preparer finishes your tax return, he or she uploads your return to your Client Tax Returns folder.

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Remember: Use the file path near the top of the screen to move backwards inside your vault. 

  1. Click on your vault to move inside.

  2. Click on the TYXX folder for the current tax year.

  3. Click on the Client Tax Returns folder.

  4. To save and view your tax return on your desktop, under Actions, click the Download icon.

  5. 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.