Get Ready for Tax Season

Tax Season Is Here!

By Mar 14th – Only 2 Actions Required! 

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

** Mar 14th – Deadline to Upload Tax Documents**

By April 11 – eSign Your Tax Return to file on-time   

• • Watch for email from DocuSign
  • View your Tax Return on SmartVault
  • Everyone on tax return Must eSign!

April 15, 2025 – IRS Tax Due Date!

• • Missed the March 14th Deadline? Your Tax Return will be extended
  • Extensions are subject to penalties, interest, and fees

Have More Questions? FAQs

10 TIPS FOR A SUCCESSFUL TAX SEASON

1. 1. 1. All documents MUST be Adobe .Pdf – No pictures, .png, jpeg, .bmp 
      2. Easily Scan as .Pdf using Cell Phone –See How-to videos
      3. What tax docs to upload? Refer to last year’s return for reference
      4. Use Descriptive Filenames e.g. “Marys-W2”
      5. Why the Tax Client Checklist? The Checklist “alerts”us to start your return
      6. Do Tax Checklist AFTER Uploading documents, including K-1s
      7. Missed Mar 14th Deadline? Your Return will be Extended 
      8. Attention! BOTH SPOUSES need to eSign (if applicable)
      9. Due a Refund? Check “Where’s My Refund?”
      10. Owe Taxes Due?  Pay by Mail: Print Payment Vouchers from SmartVault  -or- Pay Online: www.irs.gov/payments