2025 Form 1120-S — final.pdfReturn (1120-S)2025SharedFIRMAug 13, 2026412 KB
Shared with client
No email sent — this client has no active portal contact yet.
When it will not share
Three refusals, each naming the fix.
1The client's portal is offSharing is refused outright — nothing is marked visible.Client portal isn't enabled — turn it on in Portal Access first
2Nobody can sign in yetA portal with no active contact has nobody to show the document to.No active portal users for this client — invite a contact first
3Shared, but the email did not goThe document IS shared — only the notification failed, and the toast says which reason.No email sent — email delivery is not configured.
Moving into a shared folder
The move and the share are one gesture, and the toast says which happened.
✓Everything in orderMoved & shared with client
·Portal is offMoved — turn on the portal to share with this client
·No contact has accepted yetMoved — no active portal contact yet. Once they accept their invite, share this again.
!The share itself failedMoved, but sharing failed — share it manually