If your preparer has requested approval on one or more files, follow these steps to review and submit your decision:

1. Click Approve File in the email you receive.
2. Log in to your account.
3. Click the Files tab.
4. Under From [Company Name], locate the file.
5. Click the yellow Pending Approval button to review the file, then choose Approve or Reject.
   • If the file can be previewed, click Approve or Reject near the bottom of the preview window.
   • If the file cannot be previewed, you will be prompted to Download the file to review it before clicking Approve or Reject.

Approve

If you click Approve, you will see a disclaimer. If you agree, click Approve again to submit your decision.

Reject

If you click Reject, enter a reason for the rejection, then click Reject to submit your decision. The reason you enter is included with the email notification that your preparer receives.