As a reviewer/approver, how do I approve the return?
210 views | Last modified 4/3/2023 5:33:49 AM EST |

As a reviewer/approver, you will be able to review the return, add comments and approve it with your digital signature. 

Here’s how you approve the return:

  • You will receive an email notification to sign into the Reviewers & Approvers portal.
  • Select the tax year, organization name, and form type. 
  • You can now view, download and also review the return. 
  • If you want to communicate with other users, you can post comments.
  • After reviewing the return, click the “Approve the Return” button to electronically sign and approve the return.

Was this helpful? Yes No

Couldn't find what you
are looking for?

Contact Us

(704) 839-2321 [email protected]