Table of contents:
In your TFX account, you can preview, download, and print all tax documents prepared by TFX for any year. To access them, go to the Documents section. If new files are available, you will see a number displayed next to the section.
Instructions & Confirmations folder
The Instructions & Confirmations folder contains filing instructions and electronic filing confirmations from the IRS, the Treasury, and the state tax authorities, organized by tax year.
Confirmations:
TFX typically e-files your returns and FBARs after you explicitly approve the prepared documents in your TFX account. When e-filing is successful, we upload:
IRS and state tax authorities e-filing confirmations
Treasury (FBAR) acceptance confirmations (acknowledgments)
In some cases, e-filing is not possible (for example, amended returns or Streamlined submissions). When this happens, we provide clear mailing instructions in a document called "Final instructions".
Filing instructions:
The final step in the filing process is to provide you with a document called "Final instructions", which summarizes:
The services provided
The documents prepared
How your documents were/should be submitted to the IRS/Treasury (e-filed or mailed)
Any required mailing steps if it is impossible for us to e-file on your behalf (for example, Streamlined procedures mailing instructions)
To manage your files for a specific year, click on a specific tax year to view its files. Each year shows the number of unread documents, and each file includes a short description to help you identify it easily.
Preview documents
To preview your tax documents using the built-in document viewer:
Navigate to Documents > Documents TFX Prepared.
Click on the Instructions & Confirmations folder.
Select the tax year and click on the document’s name or the eye 👁 icon.
Download documents
To download documents you have uploaded to the TFX system, you can take one of the following actions:
To download a single file, click the download icon, choose the folder on your computer where you want to save the file, and click Save.
To download multiple files, select the checkboxes next to the file names and click Download at the top of the list. The selected files will be automatically placed into a ZIP archive.
