01
Prepare the Document
Complete the applicable tax form or document in the TaxZone workflow.
Secure Portal For TaxZerone Filers
Deliver, E-Sign, and Access Tax
Documents Online with
ZeroneVault
ZeroneVault is TaxZerone's secure online portal for delivering, reviewing, e-signing, paying, sharing, and storing tax documents electronically.
What is ZeroneVault?
A Secure Place to Access, Review,E-Sign, and for Supported Tax Documents
ZeroneVault helps taxpayers, business owners, and tax professionals manage supported document delivery and electronic signature workflows online. Payment is also available through the supported Form 2290 workflow.
Secure Online Access
Recipients can access eligible tax documents through the ZeroneVault secure portal instead of relying only on paper copies.
Electronic Signatures
Collect electronic signatures for supported forms and authorization documents through the ZeroneVault workflow.
Digital Document Delivery
Deliver supported recipient copies electronically, reducing the need for printing and mailing.
Form 2290 Review and Payment
Review your Form 2290 details and make a payment through the supported workflow.
Explore Document Delivery
Which Tax Forms Can You Deliver Through ZeroneVault?
Choose a category to see the supported forms, who receives or signs them, and how they are delivered.
1
2
View
Recipient copy
SENT
Delivered to
Recipients
W-2, 1099, 1098
Secure portal
View and download
How Can You Deliver Recipient Copies?
Send W-2, 1099, 1098, and ACA copies online.
- No printing or mailing
- Secure recipient portal
- View and download anytime
For Tax Professionals
How Can CPAs, EROs, and Tax Professionals Use ZeroneVault?
ZeroneVault gives tax professionals a secure way to send forms, collect e-signatures, and deliver client copies online, without chasing paper signatures or mailing documents.
1
How tax professionals use ZeroneVault, from prepare to deliver
ZeroneVault
BUSINESS RETURNS
1120-S
1065
CA FTB 100S
CA FTB 565
CA FTB 568
EXEMPT ORGANIZATIONS
Schedule A (Form 3800)
EXCISE TAX
Form 2290
RECIPIENT COPIES
W-2
1099
1098
ACA
Send via ZeroneVault
2
Which signature forms can tax professionals collect?
Business, federal
RETURN
Form 1120
SIGNATURE AUTHORIZATION
Forms 8453-Corp and 8879-Corp
RETURN
Form 1065
SIGNATURE AUTHORIZATION
Forms 8453-PE and 8879-PE
Exempt organizations
RETURN
Exempt organization returns
SIGNATURE AUTHORIZATION
Forms 8453-TE and 8879-TE
Business, California
RETURN
CA FTB Form 100S
SIGNATURE AUTHORIZATION
CA FTB Form 8453-C
RETURN
CA FTB Form 565
SIGNATURE AUTHORIZATION
CA FTB Form 8453-P
RETURN
CA FTB Form 568
SIGNATURE AUTHORIZATION
CA FTB Form 8453-LLC
Employment tax
RETURN
Forms 940, 941, 943, 944, and 945
SIGNATURE AUTHORIZATION
Forms 8453-EMP and 8879-EMP
Excise tax
RETURN
Form 2290
SIGNATURE AUTHORIZATION
Forms 8453-EX and 8879-EX
3
Benefits for Tax Professionals
Faster signature collection
Send forms for e-signature instead of waiting on printed, mailed, or scanned signatures.
Secure client access
Clients sign in with their credentials, so only authorized users can view their documents.
One workflow
Keep document delivery, e-signatures, and Form 2290 payment within the TaxZerone workflow.
Fewer follow-up requests
Documents stay in the client’s portal, so clients can find, download, or print them later without asking you to resend.
Less printing and mailing
Deliver copies digitally and reduce printing, postage, and administrative costs.
Clear client notifications
Clients get an email as soon as their documents are ready.
Faster signature collection
Send forms for e-signature instead of waiting on printed, mailed, or scanned signatures.
Secure client access
Clients sign in with their credentials, so only authorized users can view their documents.
One workflow
Keep document delivery, e-signatures, and Form 2290 payment within the TaxZerone workflow.
Fewer follow-up requests
Documents stay in the client’s portal, so clients can find, download, or print them later without asking you to resend.
Less printing and mailing
Deliver copies digitally and reduce printing, postage, and administrative costs.
Clear client notifications
Clients get an email as soon as their documents are ready.
How it works
How Does ZeroneVault Make Tax Document Delivery Easier?
ZeroneVault keeps document delivery, electronic signatures, and payment within the TaxZerone workflow.
02
Get Recipient Consent
For W-2, 1099, and 1098 forms, recipients consent to receive their documents electronically.
03
Access or E-Sign
Recipients get an email, sign in, and review or e-sign their documents.
04
View, Download, or Print
Access your documents anytime, and download or print copies.
Benefits
Why Use ZeroneVault?
Manage supported tax-document workflows online with convenient access for senders, recipients, and signers.
Secure Recipient Access
Give recipients a secure way to access eligible tax documents electronically.
Digital Document Delivery
Deliver supported recipient copies electronically and provide convenient online access.
Electronic Signatures
Collect electronic signatures for supported tax authorization forms through the ZeroneVault workflow.
Flexible Delivery
Use ZeroneVault or other available delivery methods based on the applicable form and recipient workflow.
Cost Efficiency
Deliver forms digitally with ZeroneVault and help reduce printing, mailing, and administrative costs.
Anytime Access
Share form copies through ZeroneVault, and recipients can view or download them whenever they need.
FAQs
Frequently asked questions
Yes. Documents delivered through ZeroneVault remain in your portal, so you can come back to them later.
- Business tax forms: Schedule K-1 and signature for Forms 1120-S, 1065, CA FTB 100S, 565 and 568.
- Information Returns: recipient copies of W-2, 1099 and 1098. recipient copies of W-2, 1099 and 1098.
- Excise tax: Form 2290, including review, e-signature, and payment
- Exempt organization forms (Form 3800 Schedule A, signed through your CPA or ERO).
- Employment tax forms: Forms 940, 941, 943, 944, and 945
Recipients can securely access their tax documents through ZeroneVault. Once their documents are made available, they can sign in to the portal to view, download, or print them whenever they need a copy.
Business owners, shareholders, partners, truckers, fleet owners, and authorized signers for exempt organizations can e-sign supported forms through ZeroneVault. CPAs and EROs use it to send forms and collect signatures.
You will receive an email notification as soon as your documents are available. You can then sign in to ZeroneVault to view, download, or print them at your convenience.
Yes. ZeroneVault is a secure portal, and you must sign in with your credentials to access your documents. Only authorized users can view them.