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's return, browse 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 want to save the file, then click Save.

  • Select the checkboxes next to the file names to download multiple files, 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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