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Please review the Tax Process section on “what to do next” HERE.
After you login to your client portal, click on the folder under the Documents section on the left side of the home page with your name on it. Then, click on the Tax Returns folder, and then the folder for the appropriate tax year and you will see pdf files with the word “PREVIEW” in the name. Click on each file to open. You may save these files or print them out, whichever you prefer.
Please review the Tax Process section on “where to get a copy of your return” HERE.
When we set up your client portal initially, you will receive an email with a link to select your password. We do not have access to passwords as they are not stored in our records for security purposes. It is always a good idea to establish security questions to allow you to access your account if you forget your password and you will be prompted to do this upon initially setting up your account.
If you cannot remember your password, please click on the “forgot password?” link on the login page and it will allow you to reset the password. You will need to know your login for that, so if you cannot remember it, please email Becky.
When we set up your client portal initially, you will receive an email with a link to select your login name. You may use your email address, or anything else that you wish. If you have already set up your login and cannot remember it, you may send Becky an email and she can get that for you.