The Taxpayer Preparation Guide (TPG) is an Excel supplement to our online Tax Organizer (Step #3 above) and used to:
-Mark off the tax documents you have provided (‘Tax Docs’ tab – returning clients only)
-If applicable, tabs to report:
- Rental Property Income/Expenses
- Foreign Account Information
- Self Employment Income/Expenses
RETURNING CLIENTS
Click here for a video of this process.
-Download the TPG from your portal. Your ‘2022 Tax Preparation Guide’ is uploaded to your Client Center/Portal in the folder named ‘Getting Started’.
-Complete the ‘Documents’ tab. Check off the documents you are uploading and note any documents that no longer apply.
-Fill out any other tabs (if applicable to you) and then upload the TPG back to Client Center.
Completing the Documents tab helps us prepare your taxes much faster – we promise! Instead of chasing documents from you that we may or may not need, we can spend that time looking for potential deductions and other tax savings on your return.
NEW CLIENTS
Click here for a video of this process
-Click here for a blank ‘Taxpayer Preparation Guide’.
-See the ‘Tax Docs’ tab for a general list of tax documents that may apply to you to help as you gather all your tax forms.
-If you have any Rental Properties, Non-US financial accounts or Self-Employment Income to report, fill out the applicable tabs and then upload this workbook to the portal.
