All clients must complete our 2020 Tax Organizer and Location Template.  You must also complete the additional steps applicable to your 2020 tax situation.  To access the Tax Organizer, you must first accept the separate email invitation from Intuit Link.  You can subsequently access the Tax Organizer through the icon next to Step 1.  To access the templates, please click on the related icon next to each step.  You can upload your completed templates directly to your Client Documents folder in Smart Vault on Step 8.  

Step 1:

Step 2:

Step 3:

Complete our Tax Organizer

Complete our Location Template

Claim a dependent using our Dependent Template

Step 4:

Step 5:

Step 6:

Complete our Rental Property Template for each rental

Complete our Foreign Asset Template if you held assets or accounts outside the U.S. 

Complete our Foreign Earned Income Template if you earned income outside the U.S. 

Step 7:

Step 8:

Step 9:

Complete our Virtual Currency Template

Upload  tax documents not already loaded into Intuit Link at Step 1

Tell us you're done!