What functions can an invited user perform in the Reviewers & Approvers portal?
762 views | Last modified 6/17/2022 7:07:54 AM EST | Added by ExpressTaxExempt Team

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

The user you invited to review your organization's return will receive an invite email with the login credentials for the Reviewers & Approvers portal.

After logging in to the portal, the user can view the shared return in the Dashboard.

The user (reviewer) can perform the following functions in the Reviewers & Approvers portal.

  • Review return
    • View - View the return in PDF format
    • Download - Download the return in PDF format
    • Email - Send an email to any recipient along with the form attachment
  • Add comments - Add comments for the review process. You'll be able to monitor comments from your ExpressTaxExempt account.
  • View Other Users' Status - Your reviewers can see who else the return has been shared with and check their review status, whether completed or under review.
  • Approve the return - After completing their review, users can electronically sign and approve the return.

The invited user can access your organization's return and perform other functions only after you complete the payment process for the service provided by ExpressTaxExempt.

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