Verifying and Completing A Return

9 STEPS

1. The first step is to open the return and click Verify

2. If you have any verification message, Click Click here to fix to resolve

3. Once resolved the verification window will look like this.

4. Click Complete

5. Click Yes to Mark the Return as Completed.

This is required to be marked yes to enable client payment.

6. Click Yes to Mark the Return as Reviewed

This is required to be marked yes to enable transmit following client payment.

7. Click Electronically if you want to eFile the tax return

8. Click Save & Redirect to Manage Returns

9. That’s it. You’re done.