How can I invite a user to review my 990 return?
358 views |
Last modified 2/16/2021 4:59:54 AM EST |
Added by ExpressTaxExempt Team
ExpressTaxExempt provides you with an option to invite users to review your organization's return before transmitting it to the IRS.
With the Manage Reviewers and Approvers feature, you can invite users to review your organization’s return. Once the user gets access to the Reviewers & Approvers portal, they can review forms, add comments for your review, and electronically approve the return before it is transmitted to the IRS.
Here’s how to invite a user
- Log in to your ExpressTaxExempt account.
- From the dashboard, click on the "My Account" button.
- Click on the "Manage Reviewers and Approvers" section on the settings listed.
- Click the + Add User button and enter the contact information of whoever you would like to invite.
- Click Share Return
Now, the user will get an invite email along with the credentials for the Reviewers & Approvers portal, which they can use to review your organization’s return.
Watch the video below and learn how to invite users to review your organization's return in ExpressTaxExempt.