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Customer Portal: How do I send a tax document to a Taxpayer?

20 Jan 22
Kim Manuel
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Scenario: You navigate to the submission page and the “Send documents” option is not enabled

  1. It should not be if the taxpayer has not completed registration
  2. It should be enabled because the taxpayer has completed registration….however, in order to ensure the most recent copy is made available you will need to click Print and generate a PDF.  Then the Send Document button will be available
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