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Sending a tax return for client review

After validating and approving the tax return, you need to get your client to approve it before lodgment. You can send the return to your client using the portal, or send it manually by downloading a copy of the tax statement or tax return and sending it via email, post, or other means.

Sending returns via portal and having your client approve via portal automatically updates the return status to Ready to lodge. Otherwise, you need to update the status manually.

If you use the portal, you can also upload and send multiple documents to a client in bulk. 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 portal task when you send the tax statement.

To send a tax statement via the portal, you need to have created the client portal.