If you signed-up for one of our plans, the minute we close your books at year-end, we begin your business return followed by your personal tax return. BUT, before we start your personal tax return we need information from you! This is where INTUIT Link comes to help. In January our tax team immediately gives you access to your INTUIT Link via email. Once you receive this email and click your link you will be directed to a tax questionnaire where you can upload all the documents we need from you.
Your tax return will go through 4 stages. The process starts by reviewing everything you uploaded via INTUIT link. Once we’ve determined we have what we need, we begin the data entry stage. Data entry is followed by a review stage, which ensures we have an accurate return. Once the review stage is completed, we will send you a review video of the return for your approval before we e-file.
The Tax Process
Intuit Link Sent (Personal)
For your personal return we will send you an invite to Intuit Link. This is where you will answer our questionnaire and upload personal tax documents.
This is an extremely important step in the process to ensure we have all of the information necessary to prepare and file your return.
Questions emailed over to you
Any questions we have related to your personal or business tax return we will send over via email.
We ask that when you received that email you respond as soon as possible to ensure we can keep your return moving through the tax process.
The better you communicate here, the easier this process will be.
Business Tax Return Prep, Review, Filing
If you do your own bookkeeping, be sure to send over your completed financial statements (Income Statement or P&L and Balance Sheet) as soon as possible. If we do your bookkeeping we will get started right away and let you know if we have any lingering questions.
Once the return is prepped we will review it internally and then send a summary email over to you for review along with a signature form.
Once we receive the signed signature form we will file your tax return.
Personal Tax Return Prep, Review, Filing
Once we have your business tax return completed and you have filled out the required information on Intuit Link, we will get started on your personal tax return.
Once the return is prepped we will review it internally and then send a summary email over to you for review along with a signature form.
Once we receive the signed signature form we will file your tax return.
Key Dates
Here are some key dates that we want you to keep in mind as we go through this tax season.
- January 15th —If IncSight does not complete your bookkeeping, we will need completed financials (Income Statement (P&L) and Balance Sheet) by this date.
- February 4th —Have Intuit Link completed with personal documents uploaded. Intuit Link demo in video above.
- February 18th —Last day to have business items over to us and questions to be answered to ensure filing on time. If we do not have needed information by this date, we will file an extension.
- March 26th —Last day to have personal items over us (assuming business is already completed) and questions answered to ensure filing on time. If we do not have necessary information by this date, we will file an extension.
Questions?
Do not hesitate to reach out to our tax team. We have a shared email here at IncSight so you can simply email our tax email and it will go to our entire team. If you need to hop on a call at any point, just reach out to our tax team to setup a time [email protected]
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