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How do I e-mail provisionals to my tax payer for approval?
Step 1: On the provisional screen
Under Review/ Sign-off, as a Tax Practitioner click on the “Yes” button and fill in the below information and click on “Send Message” to request approval. Step 2: Review or Edit the message once satisfied Click on "Send Message" to email your Tax payer Your Taxpayer will receive an email with a link to view the provisional return Step 3: A Tax payer can click on the “Yes” button below to approve
