FAQ - U.S. Individual Income Tax Return solution
This FAQ document provides the most common questions (with answers) from folks using the Tax Solution available in the ShareFile Catalog.
Service Provider FAQ
Why do I not see the Tax Solution? How can I use it?
The U.S. Individual Income Tax Return solution is available to ShareFile Premium and Industry Advantage customers. If you have one of these plans and don’t see the solution, browse the Catalog and see U.S. Individual Income Tax Return solution already installed for your firm. Only admins on the account can install the solution.
Who can install the Tax Solution?
Admins can install the Tax solution for the account.
Who can see the Tax Solution after the installation?
All employee users on the account would be able to see and use the solution; it will be visible as Tax in the left navigation in their dashboard.
How does the Tax Solution installation impact my ShareFile account?
It’s an additional functionality to the account. There will be no change to the current workings for the service provider (employee user). However, the client experience will be significantly changed due to the new user interface and aggregation of tasks.
We recommend watching and sharing this 2-min video about the new client experience:
Engagement Functionality
Are there any limits to the number of files that a user can upload to a Document Request Item or an Engagement?
There are no limits to the number of files/documents for an Engagement.
Are there any limits to the number of engagements I can create?
There are no limits to how many engagements you can create.
Can I modify the engagement?
Yes, you can modify most of the components of the engagement including: Engagement Letter (Agreement) template, Document Request List, Items, and Questionnaire in the engagement.
What if I uninstall the solution? Will my data be still available?
No. If you uninstall the solution you will not be able to access your data. But if you decide to install it again at a later date, all of your data will be accessible again.
How can I share the engagement with my colleagues?
You can share the engagement with your colleagues via the “Share” option at the top right corner of the engagement. The “Team member” permissions preset is recommended, but you can also select custom permissions if desired.
How can I share the engagement with my clients?
The client you have initially selected to create the engagement is already on the engagement. Each request can be manually assigned to share with the client, or it will auto-assign tasks after the client signs the agreement.
Any additional clients can be added via the “Share” option at the top right corner of the engagement. You can either select the “Client (limited)” access, or the “Custom” permissions access to choose what permissions you would like to give to the client.
Who has access to create Engagements?
All Premium plan accounts will have access to Engagements if the Admin installs the Tax Solution from the ShareFile Catalog. Once installed, every employee user on the account will have access.
Can I reopen Engagements or make changes if it is closed?
Yes. Your clients will get notified about reopening if you choose to do so.
Is there any workflow automation in the Tax Solution?
Yes, there is currently automation built into the Tax Solution. When an agreement is signed by the client, the information request and document requests are automatically added to the client’s tasks in their client portal.
What happens to my data when the trial ends?
You will see the option to upgrade your plan. If you didn’t buy the Industrial Advantage plan, your data won’t be available to you after the trial ends. However, your data won’t be deleted and once you upgrade the plan, we’ll restore your data. Your clients’ experience won’t be changed and they will be able to continue to complete their tasks.
What happens to my data when I uninstall the solution?
Your data won’t be available to you after you uninstall the solution. However, your data won’t be deleted and once you reinstall the solution, we’ll restore your data. Your client experience won’t be changed and they will be able to continue to complete their tasks.
How long will my data be available for restoration?
Your data will never be deleted.
Can I create an e-signature request for my clients from the solution?
Yes. You can create three types of requests in the solution:
- Document request
- Information request
- Signature request
Navigate to the right corner when you are on the engagement, select Create request then select Signature request.
Do I have to follow a certain order in the solution?
No, you do not have to.
Can I use my own template for the client agreement?
Yes, you can. After selecting Send agreement, you have the option to Change template to a desired one in your Templates.
Why, when I send the agreement, it isn’t going through: I am unable to send it out to a client, or the client is not receiving the agreement email, or I am seeing an error while creating a signature request within an engagement?
You are likely missing the “Send documents for e-signature” permission which is required to perform this/these operations. Reach out to your administrator for assistance.
Folders access
Can I navigate to folders from the solution?
You can continue to access your Personal and Shared folders outside the solution within your dashboard in the left navigation panel. You are, however, able to upload files to a Tax Engagement from your ShareFile for Windows or ShareFile for Mac drive.
Can my client see folders from the solution dashboard?
Your client can see Shared Folders from the solution dashboard by navigating to “Folders” at the top.
Can I add a file from ShareFile Folders to the Tax solution Engagement?
No. Currently this option isn’t available yet, but we’re working on it.
Why can’t my client see their Tax Return when I deleted the Engagement?
Tax returns won’t be available for your client. We suggest to leave the Engagement in a closed status if you want your client access Tax Returns.
Client Experience
What new capabilities does the client portal offer?
Clients now are able to see all their tasks from the dashboard. The rest of functionality is similar to the Projects/ Engagements experience with upgraded design.
Where can my client find uploaded files?
Clients can find files that you uploaded and shared with them in their “Tax Returns” tab.
What will be available for my client to view?
Your client will be able to view all resources that you have shared with them. That includes the Tax questionnaire, document request lists and files that you have shared with them.
Clients will also be able to see all shared folders, along with the items sent and received via Inbox. Here is a video that highlights the client portal view.
What if I don’t want my client to see some files?
Currently, your client will only see files that you have explicitly shared with them via Folders, Document Request Items, or Questionnaire..
Can I create and reuse a template for Tax Engagement?
Not at this time.
How will my client know I submitted a comment?
When you submit a comment there will be a red badge on the item to indicate to the client that there is a new message when they are in ShareFile. No email will be sent to the client when a comment is submitted.
Can I move Engagement files to ShareFile Folders?
Yes, however you would have to download the files and reupload them to a ShareFile folder at this time. There is no direct move at this time.
Can my clients see the previous and current files from Projects?
The clients can see the items in his client dashboard from the Projects. If a Service Provider needs to share their files with a client, they must upload them to the folders and share it.
What will my clients see if they have open tax engagements and Projects?
They will see all the items assigned to them.
Can a client add another person as a contributor to the requested items?
Yes, they can assign another client, using the Assign button from the item. There is an option to customize the permission as well. They also can select items in bulk to assign additional people.
My clients are not able to see all of their tasks?
Ensure that the document request items are open in the respective Engagement. If you have assigned document request items to them in Projects, there is a chance additional assignment is necessary to appear in the new client portal. You can amend this in the following steps:
-
Select your client’s Project.
-
Select the document request item that your client is not able to access.
-
Select all necessary items and select Assign.
-
Add the appropriate client as an Assignee and select Assign again to confirm.