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  • ProFiler info

  • Client info

  • Documents for client

  • Drop files here or
    Max. file size: 50 MB.
    • This will display on the client-side view, above the document links.
    • Bottom-line summery

    • Enter "-" for balance due
    • Direct deposit is the default
    • Mail voucher is default
    • When does client want withdrawal?
      MM slash DD slash YYYY
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    • Enter state information beflow, if any (blank if none)
    • Two-letter abreviation
    • Enter "-" for balance due
    • Direct deposit is the default
    • Mail voucher is default
    • When does client want withdrawal?
      MM slash DD slash YYYY
    • Two-letter abreviation
    • Enter "-" for balance due
    • Direct deposit is the default
    • Mail voucher is default
    • When does client want withdrawal?
      MM slash DD slash YYYY
    • Info

    • Last four digits
    • Since "Bill amount" is empty, please confirm here.
    • Final email

    • Client(s) will get an email when they finish (assuming no questions were asked). In that email, they will get a copy of the documents attached above. You can add additional info below if you so desire (just remember they only get it if no questions were asked).
    • Enter any comments you want in the final email
    Save and Continue Later
    • Hi {Taxpayer\'s First Name:37}!

      Below you will find a copy of your tax return. Once you review it you can ask any questions you might have. If you do not have questions, this page will help you finalize the process so that we can e-file your taxes.
    • Hi {Taxpayer\'s First Name:37} & {Spouse\'s First Name:36}!

      Below you will find a copy of your tax return. Once you review it you can ask any questions you might have. If you do not have questions, this page will help you finalize the process so that we can e-file your taxes.
    • Bottom-line summery

    • Below are your results:
    • * Fed {Federal refund or balance due:79} {Fed_Refund:121}{Fed_Balance_due:122} {Fed_DD:123}{Fed_Mail_check:124} {Fed_Voucher:125}{Fed_Withdrawal:126} {Withdraw date:117}
    • * {State #1:81} {State #1 result:80} {State1_Refund:128}{State1_Balance_due:129} {State1_DD:130}{State1_Mail_check:131} {State1_Voucher:132}{State1_Withdrawal:133} {Withdraw date:116}
    • * {State #2:156} {State #2 result:157} {State2_Refund:161}{State2_Balance_due:162} {State2_DD:163}{State2_Mail_check:164} {State2_Voucher:165}{State2_Withdrawal:166} {Withdraw date #2:160}
    • Documents for your review

    • Please click on the attachment link(s) below. Be sure to return to this page after you have reviewed the document(s). These document(s) will be emailed to you once everything has been finalized.
    • {Any notes/instruction for the documents?:109}
    • {Document(s) for client to review:39}
    • Questions

    • Your tax preparer will be notified once you press the "Save and Continue later" link below.
    • NOTE: Click the "Save and Continue Later" link below to send your question to us.
    • Billing

    • Our bill is {Bill amount:19}

    • Since we already have your bank account on file, the easiest way to pay our bill is to select "e-check" below.
    • Please keep in mind that we cannot e-file your tax return until we have received payment.
    • Thank you!

      We will run an e-check against your account within 1-3 business days.
    • Send to email address

      Please use the following email address to submit payment:

      {Who should get submissions?:53:value}
    • Please keep in mind that we will charge a 3% convenience fee when processing credit cards.
    • Signature(s)

    • After you click "Next" below follow the instructions on the next page to send a link to {Spouse\'s First Name:36}.
    Save and Continue Later
    • Attention {Taxpayer\'s First Name:37}, please click "Save and Continue Later" to send this page to {Spouse\'s First Name:36}.

      Hi {Spouse\'s First Name:36}!

      Below you will find a copy of your tax return. Please look it over and then sign below.
    • Bottom-line summery

    • Below are your results:
    • * Fed {Federal refund or balance due:79} {Fed_Refund:121}{Fed_Balance_due:122} {Fed_DD:123}{Fed_Mail_check:124} {Fed_Voucher:125}{Fed_Withdrawal:126} {Withdraw date:117}
    • * {State #1:81} {State #1 result:80} {State1_Refund:128}{State1_Balance_due:129} {State1_DD:130}{State1_Mail_check:131} {State1_Voucher:132}{State1_Withdrawal:133} {Withdraw date:116}
    • Documents for your review

    • Click on the link(s) below to view files that have been shared with you: {Document(s) for client to review:39}{Any notes/instruction for the documents?:109}
    • Questions

    • Your tax preparer will be notified once you press the "Save and Continue Later" link below.
    • NOTE: Click the "Save and Continue Later" link below to send your question to us.
    • E-filing consent for spouse

    Save and Continue Later
    • E-filing

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