Editing responses on a Request or Organizer (not available on tax returns) allows you to answer questions and upload files on behalf of your client. This is especially useful when handling client responses received outside the system, such as documents dropped off in person or information collected during phone conversations.
Editing responses prevents clients from duplicating efforts and ensures the progress bar remains accurate.
Navigate to the Requests page.
Find the Request that you wish to collaborate on and click it to open.
Click the Ellipses (three dots) in the upper-right corner.
Click Edit Responses.
You can answer Yes/No questions, short answers, and upload files on the client's behalf.
Once finished, click Save Changes in the bottom-left corner.
The client will see any changes made.
Note: Only responses can be edited once a Request has been sent. Questions on a sent Request can not be edited or removed.