Online fax for tax preparers
Tax agencies and some financial institutions still use fax for forms and correspondence. Tax offices also need client signatures on authorizations and engagement letters.
How tax offices use it
- Fax forms and responses to agencies that accept fax.
- Collect client signatures on authorization forms and engagement letters.
- Receive faxes on a shared office number during busy season.
- Check delivery status so you know a time-sensitive fax went through.
Busy season tips
- Save agency fax numbers as contacts.
- Turn on automatic retries for busy lines.
- Use cover sheet templates with your firm details.
Questions
Can I fax government forms?
Yes, to any agency that accepts fax. Always confirm the current fax number on the agency's own website.
What if the agency line is busy?
Failed faxes go to the Outbox, and you can turn on automatic retries.