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Review and Sign Your Tax Return

Complete your guided tax delivery workflow, step by step.

Overview

Welcome to your tax delivery experience! Your accounting firm has prepared a tax delivery packet for you. This packet brings together everything you need to review, sign, and finalize your tax return in one place.

The guided workflow walks you through each step in order. You will review documents, verify your identity, sign authorizations, review your return, and pay your invoice. Each step must be completed before moving to the next.

Tip: Your progress is saved automatically. You can close your browser at any time and pick up right where you left off.

Quick Links

Use the numbered list below to jump to a specific section:

  1. Accessing Your Tax Packet
  2. Completing the Guided Workflow
  3. Step 1: Engagement Letter
  4. Step 2: Identity Verification (KBA)
  5. Step 3: E-File Authorization
  6. Step 4: Draft Tax Return Review
  7. Step 5: Tax Summary
  8. Step 6: Tax Notes
  9. Step 7: Estimated Taxes
  10. Step 8: Invoice and Payment
  11. Step 9: Completion and Next Steps
  12. Pausing and Resuming Your Workflow
  13. Getting Help
  14. Frequently Asked Questions


1. Accessing Your Tax Packet

You can access your tax packet in any of the following ways:

  • Secure email link. Open the secure link from the email your firm sent you. If your firm has enabled secure link access, you can go directly to your packet without logging in.
  • Client Portal home. Log in to the Client Portal. Your tax delivery packet appears under Needs Attention on the Home Dashboard.
  • Left sidebar. Navigate to Tax Delivery in the left sidebar and click on your name.

Note: Your firm may have enabled Multi-Factor Authentication (MFA) for additional security. If prompted, follow the on-screen instructions to verify your identity before accessing your packet.

 

2. Completing the Guided Workflow

Your tax packet walks you through each step in order. Complete each step before moving to the next. The steps below may vary depending on your firm’s configuration. Some steps may not appear in your packet if your firm has not enabled them.

Use the Previous and Next buttons to navigate between completed and current steps. You cannot skip ahead to a future step.


3. Step 1: Engagement Letter

The engagement letter is an agreement between you and your accounting firm that outlines the services being provided. Review it carefully before signing.

How to Complete It

  1. Read the engagement letter carefully.
  2. Click Sign to open the DocuSign signing experience.
  3. Complete the electronic signature.
  4. You will be returned to your tax packet automatically.

Tip: Take your time reviewing the engagement letter. It describes the scope of services, fees, and responsibilities for both you and your firm.


4. Step 2: Identity Verification (KBA)

If your firm has enabled Knowledge-Based Authentication (KBA), you will be asked a series of identity verification questions before you can sign your e-file authorization. These questions are powered by LexisNexis and are based on your personal and financial history.

How to Complete It

  1. Answer each identity verification question as it appears.
  2. Click Submit when you have answered all questions.

Note: If you are unable to pass the KBA, contact your accounting firm for assistance. They can help you verify your identity through an alternative method and resend your packet.

 

 


5. Step 3: E-File Authorization

Form 8879 is the IRS e-file signature authorization. By signing this form, you authorize your accounting firm to electronically file your tax return on your behalf.

How to Complete It

  1. Review Form 8879 and confirm the information is correct.
  2. Click Sign to open the DocuSign signing experience.
  3. Complete the electronic signature.

Note: This is a required step. Your firm cannot e-file your return without a signed Form 8879.


6. Step 4: Draft Tax Return Review

This step gives you the opportunity to review a PDF of your draft tax return before your firm files it. Take your time to confirm that all information is accurate.

How to Complete It

  1. Review the draft tax return PDF.
  2. Click Next to approve the return and continue.

Tip: If you notice anything that needs to be corrected, use the Comments section at the bottom of the page to let your firm know before moving forward.

 

7. Step 5: Tax Summary

The Tax Summary provides a high-level overview of your federal tax details. This step is for your review only. No action is required.

How to Complete It

  1. Review the tax summary information.
  2. Click Next to continue.


8. Step 6: Tax Notes

Your accounting firm may include notes and supporting documents for your review. These notes can contain important information about your return, planning recommendations, or items to be aware of.

How to Complete It

  1. Review the notes and any attached documents from your firm.
  2. Click Next to confirm you have read the notes.


9. Step 7: Estimated Taxes

If estimated tax payments apply to you, this step shows your estimated tax vouchers for upcoming quarterly payments. Review the payment amounts and due dates for your planning purposes.

How to Complete It

  1. Review the estimated tax payment amounts and due dates.
  2. Click Next to continue.

Note: No payment is collected in this step. Estimated taxes are shown for your planning purposes only.


10. Step 8: Invoice and Payment

Review your tax preparation invoice and submit payment. If your firm offers Audit Protection, you can add it to your invoice as an optional add-on before paying.

How to Complete It

  1. Review the invoice details and line items.
  2. If Audit Protection is offered and you would like coverage, select it to add it to your invoice.
  3. Choose your payment method. You can pay by ACH or credit card.
  4. Click Pay to submit your payment.


What Is Audit Protection?

Audit Protection is an optional service that provides audit representation coverage. If the IRS selects your return for an audit, your firm will represent you through the process. Your firm sets the price for this service, and it appears as an add-on line item on your invoice.


11. Step 9: Completion and Next Steps

Congratulations! You have finished all steps in your tax delivery packet. The completion screen shows what happens next and lets you download documents for your records.

What Happens Next

  • E-File Submission. Your firm submits your return to the IRS.
  • IRS Processing. The IRS processes your return.
  • Refund. If applicable, your refund is issued.
  • Document Delivery. Your firm delivers final copies of your filed return.

Tip: Download any documents you need for your personal records from the completion screen before closing.


12. Pausing and Resuming Your Workflow

You can close your browser at any time during the workflow. No progress is lost.

How to Resume

  1. Reopen the secure link from the email your firm sent you, or log in to the Client Portal.
  2. Your packet opens to the exact step where you left off.

Tip: There is no time limit to complete your packet in a single session. Work at your own pace and return whenever you are ready.


13. Getting Help

If you have questions or run into any issues while completing your tax packet, there are two ways to get support:

  • Comments. Use the Comments section on any step to send a message directly to your accounting firm. Your firm will see your comment and can respond.
  • Contact your firm. Reach out to your accounting firm directly if you encounter issues with identity verification, payment, or anything that prevents you from completing your packet.


14. Frequently Asked Questions

Does this work on my phone or tablet?

Yes. The tax delivery workflow is accessible on mobile browsers. For the best experience, a desktop or tablet is recommended.

Can I save my progress and come back later?

Yes. Your progress is saved automatically as you complete each step. Close your browser at any time and reopen the secure link or log in to the Client Portal to pick up where you left off.

What if I fail the identity verification (KBA) questions?

Contact your accounting firm for assistance. They can verify your identity through an alternative method and resend your packet so you can continue.

What payment methods are accepted?

You can pay your tax preparation invoice by ACH or credit card directly within the packet.

Can I skip a step?

No. Steps are sequential and must be completed in order. Use the Previous and Next buttons to navigate between completed and current steps.

What is Audit Protection?

Audit Protection is an optional add-on that provides audit representation coverage. If the IRS selects your return for an audit, your firm will represent you through the process. You can add it during the Invoice and Payment step if your firm offers it.

What happens after I complete all the steps?

Your firm is notified that you have finished the packet. They will submit your return to the IRS, and you will receive final copies of your filed return once it has been processed.

I already completed my packet. Do I need to do anything else?

No. Once you see the completion screen, your part is done. Your firm handles everything from here. If your firm needs anything further, they will reach out to you directly.

Conclusion

Completing your tax delivery packet is an important step in finalizing your tax return. By following this guide, you can:

  • Review and sign all required documents
  • Verify your identity securely
  • Review your draft return before it is filed
  • Pay your invoice and add optional services
  • Download documents for your personal records

If you encounter any difficulties or have questions not covered in this guide, reach out to your accounting firm using the Comments feature or by contacting them directly.

Thank you for using the Qount Client Portal to complete your tax return!