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Waiver for self-prepared forms: View and sign
Waiver for self-prepared forms: View and sign
Kirsten Simmons avatar
Written by Kirsten Simmons
Updated over a week ago

Table of contents:

What is a waiver for self-prepared forms?

Sometimes you may want to prepare some parts of your return yourself. We allow self-preparation of forms not submitted with your tax return, i.e. with our signature. For example, Schedule C, Form 5471, Schedule H, Form 8621, 8938, or any other form part of Form 1040 cannot be self-prepared. Forms 3520/3520-A/1065/1120S can be self-prepared as they are not a part of 1040; signed and mailed separately.

โ— Important note: if you self-prepare a return, you take full responsibility for its submission to the IRS. We do not review your self-prepared forms. In this case, you must sign an additional agreement with TFX called a waiver, which states that you only wish us to prepare part of your return.

View & sign waivers

Waivers must be e-signed, just like Engagement Letters.

To access your waivers:

  1. Log in to your TFX account and navigate to Engagement Letters > Waivers > View & Sign.

  2. Review the agreement's contents, scroll to the bottom of the page, and click on the empty Digital Signature field.

  3. Select the style of the signature and click Adopt signature.

  4. Click Submit and Email Me the Copy to confirm your signature.

Download signed waivers

You can easily download a PDF of a waiver. To save it:

  1. Navigate to Engagement Letters > Waivers > View Waiver.

  2. Scroll to the bottom of the page and click the Download PDF copy of the Self-Prepared Waiver button.

  3. When prompted, choose where you want to save the file, then click Save.

  4. When the download ends, you usually see it appear at the bottom of your browser window. Click on the file name to open it.

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