Accessing Prior Year Returns

You always have access to all your tax documents, regardless of the year they were created, from your TFX account.

To preview or download your prior year return, browse to the Documents > Tax Docs We Prepared, then select the year.

To view the return, click Preview.


To download a tax return to your computer, choose one of the following actions:

  • To download a single file, click on the document’s name, browse to the folder on your computer where you would like to save the file, then click Save.
  • To download multiple files, select the checkboxes next to the file names, and then click Download. Selected files will automatically be put into a ZIP archive.
  • To download all documents from a selected year, select the year, then click Download. All files will automatically be put into a ZIP archive.

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