Instructions for Completing the Correspondence Return Review Form

Please follow the steps below to ensure your request is submitted successfully.

Step 1: Select Your Service

Check the box next to the Correspondence Return Review service fee to select the service.

Step 2: Complete the Intake Form

Fill out all required fields completely and accurately.

Step 3: Sign the Form

Review the information provided and complete the electronic signature section.

Step 4: Upload All Required Documents

Upload all requested documents, including your photo ID and any required tax documents. Please ensure each file is clear, complete, and legible.

Step 5: Review Your Submission

Before proceeding, verify that all information is accurate and that every required document has been uploaded.

Important: Your Return Review will be based solely on the documents submitted with this form. Once you submit your request, additional documents cannot be uploaded or considered as part of your review. Please ensure all required documentation is included before continuing.

Step 6: Click Complete & Pay

After reviewing your information, click Complete & Pay. You will be directed to the payment page to submit payment for the Correspondence Return Review service.

Your request will not be submitted and service will not begin until you have successfully completed payment through the Complete & Pay process.

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