ShareFile

U.S. Individual Income Tax Return solution

August 5, 2024

Contributed by:

J C

NOTE:

The US Individual Income Tax Return Solution is available in the ShareFile Industry Advantage plan. Customers on the Premium plan, can trial the solution for 30 days and will need to upgrade to ShareFile Industry Advantage plan after that to continue using the solution.

For specific pricing and packaging for solutions see Plans & Pricing.

Overview

SF start page

Streamline your U.S. Individual Tax Return client engagements with this ready-to-use solution. It simplifies the client lifecycle and experience, all while making the process more transparent and efficient.

This includes:

A pre-designed engagement letter and onboarding workflow
A digital information request form template
Customizable document request lists
Easy document transfer with file export integrations

See FAQ - Tax Solution for more information.

NOTE:

The installation of a solution installs it for all employee users on the account. Only those with SuperUser, Account Owner, or AdminManageEmployees roles can install or uninstall.

ShareFile client requirements

The installation of this solution will give a new client portal experience to all client users. See those updates here.
For the downloadable PDF instructions, see Instructions for the Client - New Client Experience.

Accessing and installing the Tax Solution

Use the following information to access the U.S. Individual Tax Return solution from your ShareFile Catalog.

Open ShareFile in your web browser.
Select Catalog from the menu.

The ShareFile Catalog page opens in a new tab.
Click the solution tile to see the solution details.

The Solution details page displays with an overview of the solution.
Select Install.

The “Welcome…” message displays providing more details regarding the solution.
Select Continue.

The Install U.S. Individual Income Tax Return solution message displays.
Select Install.
The confirmation message displays letting you know the installation started.

Once the installation completes, a confirmation message displays letting you know the solution is installed.
Return to your ShareFile account to start using the installed solution.

Using the Tax Solution to onboard a new client

Refresh your ShareFile dashboard to see the added solution to your left navigation menu.
Select Tax to open the solution dashboard.
Select Create Engagement.

The Individual Tax Engagement page displays allowing you to create an engagement for a client user.
Select a client user from your list of clients.
Select Create Engagement to activate the client onboarding process.

Once the Create Engagement process completes, the client’s required tasks and requests display.
Select Send agreement to start the client onboarding process.

The Send agreement popup displays the Engagement Agreement template included in the Tax Solution and the client’s name.
Select Send agreement.

The Started Onboarding Agreement Flow confirmation message displays briefly and the client onboarding process begins.

As the new client completes the requested tasks including Document requests and Information Requests you can review the progress on the Tax portal.

SF start page

Signature requests

Use the following instructions to send a signature request to your client.

Select Tax to open the solution dashboard.
Open the client project to access Signature request.
Select Create request to then select Signature request.
Select a Document to send by dragging a file to the window or select Browse files.

The Files and recipients screen displays with the signature request document displaying.
Under “Who are the recipients?” enter the recipient information including Name and Email.
Select if the recipient is to be a signer or viewer of the document.
Enter the recipient information including Name and Email.
Select if the recipient is to be a signer or viewer of the document.
Tips:
- Add recipients is an option if you must send the same document for multiple signers listed. For more information, see More
- Set signing order toggle allows you to stagger the requests based on the order set during the request for addition signers. For more information, see Set signing order.
Select Next Step.

The Place fields screen displays.
Select the fields that you want to add to the document then drag.
Select Next Step.
Verify the Document name and edit if necessary.
Verify the recipient’s name and role in the request.
Add an optional note for the signer.
Set the expiration for the request.
Under Security options select the Passcode toggle to generate a code the signer needs to open the signature request.
Select Send signature request.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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U.S. Individual Income Tax Return solution

August 5, 2024

Contributed by:

J C

August 5, 2024

Contributed by:

J C

U.S. Individual Income Tax Return solution

Overview

ShareFile client requirements

Accessing and installing the Tax Solution

Using the Tax Solution to onboard a new client

Signature requests

In this article