Firm users can review, update, and complete a SmartRequest on behalf of a taxpayer when needed. This workflow is useful when a client hasn’t started the questionnaire, needs assistance, or when the firm prefers to complete the request internally.

By acting as the taxpayer, you can enter responses, upload documents, and decide whether the request can be completed or needs to be sent back to the client for further input.

When You Can Act as the Taxpayer

You can act as the taxpayer when a SmartRequest is in the following states:

• Sent
• Active
• Completed (after reopening the request)

Act as the Taxpayer (Sent or Active SmartRequests)

1. Sign in to the SmartVault Portal.
2. Go to Doc Requests and select the SmartRequests tab.
3. Locate the SmartRequest you want to review.
4. Click More Actions next to the SmartRequest, then select Review.
5. Click Review Questionnaire.

From the questionnaire:

• Review each section and update responses as needed.
• Sections include Basic Info, Income, Deductions, and Other (when applicable).
• Use Next to move through each page.
• Upload documents on behalf of the taxpayer, if required.

Click Save & Close at any time to save your progress and return later.

What to Do Next

After reviewing or updating the questionnaire:

• If no further client input is required
  • Click More Actions , then select Mark as Complete.
  • Optionally select Generate Workpaper to create the workpaper PDFs.

• If client input is still required, you can send it back for completion

  • Click Send Back to Taxpayer.
  • Add a message explaining what needs to be updated.
  • Send the request back to the client. See Sending a SmartRequest Back to the Taxpayer for detailed steps.

    Information

  The client receives an email with your message and a link that opens the SmartRequest directly so they can update it.

Act as the Taxpayer (Completed SmartRequests)

If a SmartRequest has already been completed but needs updates:

1. Go to Doc Requests and select the SmartRequests tab.
2. Click More Actions next to the SmartRequest you want to edit, then select Review.
3. Click Review Questionnaire.
4. Click More Actions , then select Reopen.
5. Edit responses or upload documents as needed.
6. Click Save & Close.

Once reopened, you can either complete the request or send it back to the taxpayer if additional updates are needed.

Related Articles

• Sending a SmartRequest Back to the Taxpayer
• Managing SmartRequests
• Reviewing and Working with Client Submissions