What functions does an invited user have access to in the Reviewers & Approvers portal?
1.3k views | Last modified 12/26/2023 7:02:59 AM EST |

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

The user (reviewer) can perform the following functions in the Reviewers & Approvers portal.

Review return

  • View - View the return in PDF format
  • Download - Download the return in PDF format
  • Email - Send an email to any recipient along with the form attachment

Add comments - During the review process, you can post your comments and view other reviewers' comments.

View Other Users' Status - Reviewers can view the other invites' review status.

Approve the return - Users can electronically sign and approve the return after completing their review.

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