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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. 

CP_Client_Vault_File_Path.png
 
  1. Click on your vault to move inside.

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

    CP_Client_Vault_TYXX_Current_Year.png
     
  3. Click on the Client Tax Returns folder.

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

    CP_Client_Vault_Tax_Return_Doc_Client_View_Download.png
     
  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.