Single Taxpayers complete and sign 2020 tax organizer.
Married Filing Jointly Taxpayers complete and sign 2020 tax organizer:
-Audit Protection Plan
Parents or Guardian claiming a dependent and/or claiming education credit, complete the Due Diligence Questionnaire
Were you affected by COVID-19:
Loss of job
Received PPP, EIDL, other grants
Received wages even if you were unable to work
Received distributions from a retirement plan
If yes, complete COVID organizer.
Submit your payment.
Review your tax returns in the client portal.
Sign e-file authorization form via DocuSign. Email address required for both taxpayers and spouse.
Ready to be filed.