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Finding & Forwarding Your Tax Return

Need to send a copy of your tax return to a lender, banker, landlord or financial advisor? Every return we’ve prepared for you is saved in your Client Portal, and you can forward it straight from there — no need to call or email us for another copy.

  1. Open your Client Portal and click Documents in the left-hand menu. You’ll see a folder for each tax year. Documents page in the Client Portal showing folders for each tax year, with the arrow next to Tax Year 2025 highlighted
  2. Click the arrow (⌄) next to the tax year you need, then keep clicking the arrows to open Received and then Tax Returns. Your return is listed inside. Tax Year 2025 folder opened to Received, then Tax Returns, showing the tax return document
  3. Click the three dots (···) at the far right of the return, then choose Forward. The three-dot actions menu next to a tax return, opened to show Download, Forward and More Actions, with Forward highlighted
  4. Enter the email address of the person you’re sending it to, add a note if you’d like, and send. They’ll receive a secure link to the document.

Good to know

  • Want your own copy instead? Choose Download from the same three-dot menu to save the return to your computer, or click View to open it.
  • Have more than one return? Personal and business returns are listed separately in the same Tax Returns folder — check the name before you forward.
  • Can’t find it? Type the year or “tax return” in the Search box at the top of the Documents page. Received holds documents we’ve sent to you; Sent holds files you’ve uploaded to us.
  • Still stuck? Call us at (765) 742-4141 and we’ll walk you through it.