Get Ready for Tax Season

 The Official 2024 Tax Season (for Tax Yr 2023) has Begun!

KNOW THESE IMPORTANT DATES

Feb 1st  thru March 15th 

• • Upload All documents as .Pdf files to SmartVault 
  • Submit your Tax Client Checklist

March 15, 2024 – LAST DAY for

• • All tax documents must be uploaded
  • Tax Client Checklist must be submitted

April 12, 2024 – Watch for email: “Your Tax Return is Ready”    

• • Review your Tax Return on SmartVault
  • Sign your authorization to eFile your taxes

April 15, 2024 – IRS Due Date for Tax Returns

• • Information not received by March 15th Deadline? Your Tax Return (incl. Qtrly Taxes) will be extended
  • Extensions may be subject to additional fees, taxes, interest, and penalties

Have Questions? Check out our FAQs here

10 ESSENTIAL TIPS FOR A SUCCESSFUL TAX SEASON

1. All documents MUST be uploaded to SmartVault in .Pdf format. No pictures, .png, jpeg, .bmp files will be accepted
2. Use descriptive file names for uploaded tax documents (i.e.,W2-YourJobName, 1099_BestBrokerage, ABC Inc_K-1)
3. Which tax documents do I need to upload?  Refer to your  last year’s tax return as reference.
4. How-To Scan documents for upload: See How-to videos about scanning document your mobile
5. What is the Tax Client Checklist? This is a requirement that “signals” the Accountant to begin your tax return
6. Don’t Submit the Checklist until all documents, including K-1s, have been uploaded
7. Don’t Miss the March 15th Deadline  or tax return will be Extended!  (subject to addt’l fees and penalties)
8. Review your Tax Return before Signing (authorizing) us to efile returns. Both spouses (if applicable) need to sign.  
9. We will electronically file your returns and monitor for the IRS and State Acceptances
10. If you are due a Refund, check “Where’s My Refund?” for the status.  If you Owe Taxes, download your Tax Return and Payment Vouchers from SmartVault to pay by the Due Date

If you file by mail:

• Return must be signed and postmarked by IRS due date