ShareFile

Income Tax Return solution

October 23, 2024

Contributed by:

J C

NOTE:

The Income Tax Return Solution is available in the ShareFile Industry Advantage plan.

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

Overview

Streamline your 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

Send for Approval

Once the client begins to return requested items for the type of engagement selected, you can now submit the items for approval from colleagues.

Use the following instructions to send requested files for approval.

Select the engagement.

The selected engagament opens.
Select the All files tab.

The files that are in the selected engagement display.
Select the file you want to submit for approval.
Select the More tab, then select Send for approval.

The Create Approval Request page displays.
Under Approvers, you can select from following the options and approvers:
- Approvers must approve in sequence - use if multiple approvers are included in the request and need to sign in a particular sequence.
- Everyone must approve - checkbox if multiple approvers are included in the request and it requires approval from all.
- Approvers - Enter the names of the approver or approvers if multiple approvers are necessary.
Select Add viewer for the option to send to those who will have the ability to view and add comments. They will not have approval ability.
Under Settings, add the following information:
- Due date - Select a due date from the dropdown calendar.
- Name of the completed document - Add the name of the document to be approved.
- Message for all approvers (optional) - Provide a message for all of the approvers.
Select Send approval request.

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 > Signature request to open the Signature request flow.
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.
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.

Export - Save all to a folder

Use the following steps to export your project files to a ShareFile folder for easy access to use in other applications.

Select Tax to open the solution dashboard.
Select the engagement.

The selected engagament opens.
Select the All files tab.

The files that are in the selected engagement display.
Select Save all to a folder.

The Save all to a folder popup displays
Navigate to the folder you want to save all the engagement files to or select Create folder.
Important:
- To create a folder, you must first select where you want to create the folder from an existing root folder. The Create folder option will not be available until you do.
- Do not save the files to the shared folder that was made upon engagement creation. This will create a sync loop.
Once you select or create a new folder, select Save.

The Started workflow to save files to folder message displays briefly.
Navigate to the ShareFile folder you saved the engagement files to.
Select it to see the stored engagement files.

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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Income Tax Return solution

October 23, 2024

Contributed by:

J C

October 23, 2024

Contributed by:

J C

Income Tax Return solution

Overview

ShareFile client requirements

Accessing and installing the Tax Solution

Using the Tax Solution to onboard a new client

Send for Approval

Signature requests

Export - Save all to a folder

In this article