Before you upload your documents to the portal this tax season, take a moment to make sure you have collected everything we’re going to need to process your return. We keep a log of client upload notifications, and process them in the order they are received, provided that we have all of the necessary documentation. If information is missing and/or if we receive multiple notifications of uploads to your folder, you will be required to notify us when the FINAL upload has been submitted. This will allow us to log you in as received and begin processing your returns.
One upload per client ensures that we can keep returns moving through as quickly and efficiently as possible. Thank you for helping us continue our commitment to excellence in customer service!