This guide answers the most frequently asked questions we are getting from Partners about GetYourRefund. It also provides links to additional resources to learn more about GYR and the Hub.
last updated October 31, 2021
E-Signature
How does E-Signature work with the Hub?
How do we get the spouse's signature?
What does the client see during the E-Signature process when there is a client and a spouse?
Do we require spouse email?
Can we delete documents from the client portal?
If the client's language preference is Spanish, will the E-Signature page be in Spanish?
What's the best way to get the 8879-only document to upload to the client envelope?
Managing Orgs and Users
What is the difference between an Organization Lead and a Site Coordinator?
How come I'm not seeing some of my staff or volunteers as users in the Hub?
Can I edit users in the Hub? For example, to change their role?
Can I remove users from the Hub?
Do intake specialists need any certifications?
Can I change my organization's capacity in the Hub?