How Do I Access a Prior Year Tax Return within Ramsey SmartTax?

1. Log in to your Ramsey SmartTax account with the same credentials you used previously.
   • If you've forgotten your username, click here.
   • If you can't remember your password, reset it here.
2. Complete the 2-factor authentication or verification step.
3. Under the Prior Year Returns section at the bottom of your dashboard, click Access Return.
4. On the next page, click Access Return for the applicable year.
5. On the left sidebar of the next page, click Summary/Print.
6. Click View Return.
7. A pop-up window with a PDF version of your return will open for you to print/save. (Please ensure pop-up windows are enabled in your browser.)
8. Repeat these steps if you need to access multiple returns.

Still need assistance? Connect with our Customer Success Team. We're here to help!