You will then need to go back to the Self-Assessment dashboard, change the Tax Return Status to Sent for Approval and then click Save. This will send a notification to the client’s mobile phone where the Tax Return Status will change to To Be Approved and the action button will give them the option to review the tax return.  

The client will be given the option to Approve the three documents once they have fully reviewed each document and are happy with what has been calculated. Once all documents have been reviewed and approved the client will then need to sign for this approval, either via the Type Signature option (simply type in their name using the keypad) or Draw Signature (allows them to write their signature using a pen tool). The client will need to click Submit once these documents have been signed for approval (all signed documents can be found under Documents within the client’s Self-Assessment module).