Sending a tax return to a client

https://help.myob.com/wiki/x/XJZnAw

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You can send a tax statement to your client using the client portal, or manually by downloading a copy of the tax return or tax statement and sending via email, post, or other means.

You'll need to send a tax return or tax statement to each client individually, but you can upload and send multiple documents to a client at one time, using the portal. For example, if you want to send a set of financial reports with the tax return, save the reports to your computer, then attach them to the task when you send the tax return.

To send a tax return via the portal, you'll need to have a portal for your client first. If you haven't created a portal for your client yet, see Create client portals to learn how.

To send a tax return to a client via the portal

In the client's Tax return, click Send to client.
Click Send through client portal.

The Send to the client portal window appears.
Fill in the details and click Send to client. A task is created with the tax statement attached. This task is assigned to your client in their portal. The status of the tax return updates to Pending client signature.

To send a tax return to a client manually

In the client's Tax return, click Send to client.

Can't see this button? Make sure the status of the return is Ready for client. See To review and approve the tax return above.
Click I'll send everything manually.

The status of the tax return changes to Pending client signature.
Download a copy of the tax return or tax statement.
1. In the Tax return page, click Download documents.
2. Select Tax statement or Tax return & schedules. A PDF copy of the tax statement or tax return downloads and saves to a location on your computer.
  
  Not sure where it went? Check your Downloads folder.
Attach the PDF tax statement or tax return to an email or print and mail the tax return to your client.
Once your client approves the tax return, in your client's Tax return page, click Client approved and signed. The tax return is Ready to file. You can now continue to file the tax return.