After you file
Please see updated steps to open your return in order to send us a copy.
Again, this sends us numbers only so that we can determine if there are any errors or issues with the software.
- Log in and on the Tax Home Screen select "Add a State". (You are not adding a state, this is needed to get back into the return)
- Don't make any changes in either the Fed or state return.
- Look at the left side-bar, you might need to scroll down a bit to find TAX TOOLS
- Select Tax Tools and a drop-down will open, select TOOLS from the drop-down list
- In the Tools Center popup choose Share my file with agent.
Click OK and continue
Send the token as an additional post
