Submit Your Tax Documents Online
A Quick Note Before You Begin
The process below explains how to submit your tax documents, identity verification documents, and a completed tax preparation checklist. The process is simple and for most clients filling out the Tax Preparation Checklist and attaching the required documents can be done in less than 15-minutes.
Digital Documents must be clear and properly named.
Acceptable file formats: High-quality scans as PDFs, Microsoft Word, and Excel documents.
Unacceptable file formats: Photos and images, low-res scans, faxes, and Apple/Mac formats.
If you are unable to provide the proper digital documents then you must drop off or mail your documents. We no longer accept emailed documents due to identity theft.
STEP 1 - Gather Your Tax Documents
Include any and all documents that show income, income adjustments, deductions, credits, tax payments, or other related documents including:
The exact amount of your 3rd Stimulus/EIP payment received in 2021 - Look for an information letter from the IRS at the end of January 2022 and give it to your accountant—it will have the required information they need.
The exact amount of any Advance Child Tax Credits - Look for an information letter from the IRS at the end of January 2022 and give it to your accountant—it will have the required information they need.
If you have medical or charitable contributions; business income and expenses; child and dependent care expenses; rental income and expenses; unreimbursed employee expenses; vehicle expenses; or head of household expenses; you may need to fill out a worksheet.
You can find and download the required worksheets to include with your documents here:
Put your tax documents in a folder on your computer and go to Step 2.
STEP 2 - Gather Your Identification Documents
You need to provide proof of identity for the primary taxpayer and spouse. Also, you need to provide proof of residence for any children or minor dependents:
Primary Taxpayer and Spouse - Provide a copy of your New York ID, front and back.
Children & Minor Dependents - Provide a copy of an ID or document that ties your dependent to your home address. This could be a birth certificate, medical, or school record.
Note: We cannot pull your IDs from a prior year, even if not expired. This annual mandatory IRS requirement is due to increased tax-related identity theft.
Put your identity documents in that same folder on your computer and go to Step 3.
STEP 3 - Fill out the Online Tax Preparation Checklist
The Tax Preparation Checklist (TPC) is where you will enter and update your taxpayer and dependent information. It will help you remember any critical tax documents that you may have missed or forgotten. The TPC will communicate to your preparer how you want to receive your tax return, make payments, and receive refunds.
When you are ready to begin:
Click the Tax Preparation Checklist button below to open the online form.
Fill out as instructed.
At the end of the form, it will ask you to Drag & Drop or Browse to attach your tax and identity documents.
If you start the form and realize that you are unable to finish the form, you can click SAVE at the end of the form and it will email you a link that will enable you to continue at a later time.
If you are done, be sure to click SUBMIT at the end of the form.
For existing clients with portal access, if you prefer, you can submit your documents directly via your secure Online Portal.
STEP 5 - Tax Preparer Review & Preparation
Your tax preparer will review your documents and reach out to you if they have any questions.
STEP 6 - Sign, Pay, and E-file.
Upon completion, the Support Team will send you a copy of your return, your original documents, the e-file signature authorization forms, the client agreement, and an invoice for preparation services.
There are 3 ways to receive your tax documents:
- Pick Up In Person - Go to the Maspeth office to pick up your tax documents, then sign and pay on-site.
USPS Mail - Have your tax documents mailed to your home or office then, send back your signature forms and payment in the self-addressed envelope provided.
Secure Online Portal - Have your tax documents uploaded to your portal account then, e-sign the signature forms and pay online.
You can also pay by phone at (718) 898-8730.
Once all of your signature authorization forms and client agreement signatures, and payment-in-full are received, your tax preparer will e-file your tax return.
Please Note: Tax returns are not e-filed until all signatures forms and payments are received.
Other Important Information:
Tax Payments, Refunds, and Letters
Tax Payments - If you owe money to the IRS or a state, you have the following payment options:
Electronic Withdrawal (HIGHLY RECOMMENDED) - If you want to make payments using Electronic Withdrawal, you must advise your tax preparer before your tax return is e-filed.
Vouchers - Follow the instructions on the vouchers. Use the correct address, payment amount, and submit by the due date.
Payment Arrangements - If you are unable to make a payment by its due date, for any reason, contact the IRS or state as soon as possible. A payment plan is strongly advised and will reduce the severity of any late payment penalties.
Tax Refunds - If you are owed a refund from the IRS or a state, you will receive it by:
Electronic Deposit (HIGHLY RECOMMENDED) - The IRS is expecting more COVID-related delays and is recommending direct deposit for faster payment.
Mailed Check - The IRS will mail you a check if you have not set up direct deposit.
Visit our Track My Refund page for links and phone numbers to the IRS and state agencies.
IRS Refunds - The IRS estimates that refunds take about 21 days after the IRS has accepted your e-filed tax return.
State Refunds - State refunds vary by state and usually have a similar time frame as IRS refunds.
Tax Letters - You may receive a letter from the IRS or state for various reasons. In most cases, the agencies are trying to verify information or they need additional information. Do not delay responding, as this will hold up any refunds.
Assistance - If you need your tax preparer to help respond, you must first send a copy of the complete letter. Drop off a copy of the letter, upload a copy to your portal, or email it to your tax preparer. Once reviewed, your tax preparer will respond to you by email or phone.