Ask a client to approve a report

Request approval

1. Open the client’s report for the correct period.
2. Check and save the report amounts.
3. Open Client approval and create an approval link.
4. Review the client and report details before sharing the link.
5. Send the link using the available communication action or paste it into your message.
6. Return to the report and check the approval status.

Creating a link does not mean the client has approved. Wait for their recorded response.

The client declines

Read the response and check the figures or missing information. Correct the report through the available workflow, then request approval again as appropriate.

For the client

Open the link from your office, review the report and amounts, then use the approval or decline action offered. If the link is unavailable or the figures look wrong, contact the office.

Client approval and government filing are separate steps. Continue to filing.