I sent documents to the app to be signed, but the taxpayer doesn't see them.

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• The taxpayer sent me documents in Taxes To Go, but I don’t see them

  Documents sent to you via the Taxes To Go mobile app are available to you almost instantly in desktop or ProWeb. If the taxpayer has sent you documents via Taxes To Go but you cannot see them in the return: 1. Have you claimed the taxpayer's app ...

• The taxpayer is using my branded Taxes To Go app, but I can’t see them in my queue

  If you are trying to pull in a Taxes To Go return from your Branded App Queue but aren't able to find it in the list, there are a few troubleshooting steps we recommend: Verify the taxpayer has submitted their information to you. You can do this by ...

• The signatures aren't showing in the tax return, but the taxpayer signed in the app

  If you are unable to see the taxpayer's signatures in a tax return from Taxes To Go: If you are using Desktop, if you are in the Receipt Menu reenter the return, then Exit back to the Receipt Menu. Otherwise, try closing and reopening the program. If ...

• Does the information from the documents sent in Taxes to Go automatically upload into the data fields in the program?

  Taxpayer documents submitted via Taxes To Go are images, and the information in an image does not automatically pull into the tax return. You will need to view and/or print the documents to see the information and manually enter it in the tax return. ...

• Can I use Taxes to Go to just send and receive documents to/from my clients?

  Yes! TaxesToGo can be used to send documents back and forth. You can do this in 4 easy steps! You will need to already have the return in your program to use TaxesToGo to only share documents. If you haven't already, go ahead and start the return. ...