Downloading a Signed Return

Once a return has been signed, it is automatically placed in the Document Locker, where both your client and the firm's staff can access and download it like they can any other document.

Your staff can also download the return package from either the Return Signature Received or Finalized status pages by doing the following:

1. Open the Return Signature Received or Finalized status page by doing either of the following:
   1. On the Requests dashboard, click either the status name or status wedge in the Request Status section.
   2. From a different status page, select the status from the Request Status filter at the top of the page.
2. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
3. In the Form 8879 column, click . The file is downloaded as a PDF file in your browser's default download folder.