1. In the tax return page, click Send to client.
2. Click Send via the portal. The Create task window appears.
3. Fill in the Task details and click Send. A task is created and assigned to your client. The status of the tax return to Ready for client review.

1. In the Tax return page, click Send for Review. The Approve all and Send for rework buttons appear and the status of the tax return changes to In Review.

If someone else will be reviewing the tax return, you might want to let them know that it's ready for their review. Once they approve the tax return, the return status will change to Ready for client. If the tax return needs further work, the tax return status will update to In progress when they click Send for rework. If you're be reviewing and approving the tax return, continue to the next step.

To approve the tax return:

1. If you're happy with the tax return and it's ready to send to your client, click Approve all. The tax return status changes to Ready for client and the Send to client button appears. The tax return is now locked so that no further changes can be made.

To send the tax return for rework:

1. If further changes are required, click Send for Rework to update the status of the tax return back to In progress.

1. In the tax return page, click Send to client.
2. Click I'll send everything manually. The status of the tax return updates to Pending client signature.
3. Once your client signs the return, in your client's Tax return page, click Client approved and signed. The tax return is Ready to file.