Step-by-Step Guide to Submitting Your Tax Data

For clients of The Business Guides

Explore our 'Tax Season Stuff' menu for all the resources you need this tax season! 

Our website is THE place for up-to-date information, due dates, all our online forms, Virtual Office Hours dates and the Zoom link, and more. Got a question? Check here first!
 

For Tax Year 2024 data submission in 2025:

The three simple steps of tax data submission for individuals are:

1.  Complete your Individual Questionnaire powered by StanfordTax (one per household; custom link emailed to you the week of Jan. 20th – both spouses will receive the invitation if we have two email addresses on file).

2.  Attach your tax forms and supporting data to the StanfordTax questionnaire (preferred) or separately upload to SmartVault or ShareFile or deliver to our office.

3.  Tell us you are ALL DONE by completing our "DONE Notification for Individuals" form.

The three simple steps of tax data submission for businesses are:

1.  Complete the Business Checklist (one per entity; here's the online form).

2.  Upload the business’s tax forms, bookkeeping files, and supporting data to SmartVault (preferred; let us know if we can give your bookkeeper access) or to ShareFile (via our website).

3.  Tell us you are ALL DONE by completing our "DONE Notification for Businesses" form.

New this year: 

•    You will be asked to agree to the terms of your 2024 Tax Preparation Engagement Letter (find yours in SmartVault) when you sign your tax return for filing. An acknowledgement form will be provided with your tax return signature pages.
•    If you are not on a pre-paid fixed-price agreement, an invoice for tax preparation will be provided with your tax return signature pages, and payment will be required before we file the return with the IRS.