Tell Us You're DONE

For clients of The Business Guides only

Open in January 2024 for Tax Year 2023 reporting
 

CLICK to submit your DONE Notification for Individuals

CLICK to submit your DONE Notification for Businesses

Use these forms to let us that you are ALL DONE submitting your tax data. Please submit one "DONE Notification" for each separate tax return we prepare for you.

This helps our team as we organize your data by the tax return it is associated with. We don't know you're ALL DONE providing data for that tax return until you tell us. Thanks!

NOTE: Sole proprietors who file business activity on a Schedule C or rental owners who file activity on a Schedule E of their personal Form 1040 need only submit the DONE Notification for Individuals.

Owners of S-Corporations or Partnerships should submit a DONE Notification for Businesses for each of their business's stand-alone tax returns (e.g., for each Form 1120-S or Form 1165). The Notification has a place to list the list business name. It follows that two separate businesses require two DONE Notifications.