Accounting request template

Accountant tax document approval signing request template

A tax document approval is a client's sign-off confirming they have reviewed and accept a tax document their accountant has prepared.

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What is a accountant tax document approval?

A tax document approval is the step where a client formally confirms they have reviewed a document prepared by their accountant and agree it is correct before it is finalised or lodged. It creates a clear record that the client saw the figures and authorised the next step, rather than leaving approval as a vague verbal nod or an easily-lost email.

For accounting practices, documented client approval is part of good workflow and risk management. It protects both the firm and the client by showing who approved what and when. A signing tool captures that authorisation cleanly, but it does not check the underlying numbers or replace the professional judgement that goes into preparing the document.

When to use a accountant tax document approval

An accountant needs a client to sign off a prepared schedule or report
A document must be approved before it is sent to a third party
You want a clear record the client reviewed figures before finalising
Authorising the firm to proceed with the next step on the client's behalf

What to include in a accountant tax document approval

Client and document reference: who is approving and exactly which document or period it relates to
Summary of figures: the key totals so the client knows what they are signing off
Statement of approval: clear wording that the client has reviewed and accepts the document
Reliance on client information: a note that figures are based on records the client provided
Date and signature block: where and when the client confirms their approval

Pros and cons of sending a accountant tax document approval as a signing request

Pros

The client's sign-off is captured in one place with a clear timestamp
You can see when the client opened and previewed before approving
Reminders prompt clients who go quiet without manual chasing
A completion receipt gives the firm evidence approval was given

Cons and things to watch

Approval relies on the client actually reading the document, not just signing
Cosign does not verify the figures or the document's accuracy
Sign-off does not transfer responsibility for errors in supplied records
Clients may approve without fully understanding technical detail

How to send a accountant tax document approval with Cosign

Upload the tax document and use preview to confirm the right version and period before sending it out.
Add the client as the signer so they receive a private approval link.
Set a 14-day expiry and apply a password since the document contains sensitive financial detail.
Send the request, track when the client opens and approves, and retain the receipt on file.

Accountant tax document approval request details

Email subject

Tax document approval

Default message

Please review and approve the attached tax document.

Signer setup

Client

Suggested expiry

14 days

Button label

Approve tax document

Best fit

Accounting teams

Accountant tax document approval FAQs

Is an electronically signed tax document approval valid in Australia?

Generally, Australian law accepts electronic approval where the client consented and is reliably identified. This is general information only, so confirm any specific requirements for the document type involved.

Does client approval mean the accountant is no longer responsible?

Not necessarily. Approval records that the client reviewed and accepted the document, but responsibility for accuracy depends on the engagement and the records supplied. It is a workflow record, not legal advice.

Is the tax document kept private when I send it?

Yes. The document is sent via a private link to the named client and is not indexed by search engines. You can add a password so only the intended client can open it.

Can I track whether the client actually opened the document?

Yes. Cosign records when the client opens and previews the document and when they approve, so you have a clear picture of their activity.

What if the client wants a change before approving?

The client can decline rather than approve. You then update the document and send a fresh request so the approved version always matches what was reviewed.