Downloading Your Tax Return

To download your tax return: 

1. Sign in to the SmartVault Portal.
2. Click on your vault.

3. Click on the folder for the current tax year.

4. Click on the Client Tax Returns folder.

5. To save and view your tax return on your desktop, click the Download icon.

See Previewing Documents using the SmartVault Client Portal for more information on the preview feature.