We are so glad that you are using our Secure Portal to send your documents to us! Please keep these tips in mind for making the process smoother:
Make sure you name each document and include a business name if you have more than one business (abbreviations are ok)
You can upload multiple documents in ONE batch via File Exchange - and each batch can be up to 2 GB
Check to see that you are accessing the correct year for your tax return and Actionable Items, as you may have unopened items still flagged in your portal
Your browser should be an updated version of one of these: Firefox, Internet Explorer, or Chrome
Actionable Items sent to your portal require a signature. This year, you will have the option to sign electronically so you need not print out the forms to sign and return. When these forms are uploaded to your portal, you will receive a notification containing a link (if filing a joint return, both taxpayer and spouse must sign the consent forms, so we must have separate emails for both.) Due to IRS regulations, businesses are not yet eligible for the e-signature option.
This year, registrations have the relevant information (
ownership tax) on the backside of the form; therefore, we need a copy of
both front and back of the part that contains this information.
DUE DATE CORRECTION!
We apologize that our December year-end letters, which we sent to C-corporations filing a
Form 1120, incorrectly identified the due date as 3/15, but the new due date is
April 18 for this year. Please have your information to us by March 1 for this return.
Form 1120S for S-corporations and
Form 1065 for LLC's and Partnerships are due a month earlier than prior years on
March 15. If we don't have your information in for these returns yet, they may have to be extended.
Apparently the latest phone scam tries to trick you into saying "Yes" by asking if you can hear the caller. That "yes" is then recorded as your consent for something you never ordered. We recommend you
just hang up if you are not sure of a caller's identity, which includes someone claiming to be an IRS agent. Remember, the IRS does not contact taxpayers by phone, email, text, or social media to demand personal information or immediate payment! Don't be fooled - read this