• First, your accountant will reach out to you directly, stating that your return has been completed.
  • You will then receive an email with a secure link to access your completed tax return.
    • You will enter the last four digits of your SSN and “request an access code” which you will receive via email and enter in the required field.
  • Once you have gained access to your tax returns, you will be able to:
    • Download, review and/or print your tax returns.
    • See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).
    • Electronically sign your personal e-file authorization forms. For personal returns, the IRS requires identity verification. Please do not be alarmed by the personal questions as these are pulled from public databases.