Click on link:
It will open page below.
Step 1. Enter full name
Step 2. Enter valid email address
Step 3. Click “Get Started”
Clink on link:
It will open page below.
Step 1. Enter full name
Step 2. Enter valid email address
Step 3. Click “Get Started”
Clink on link:
It will open page below.
Step 1. Enter full name
Step 2. Enter valid email address
Step 3. Click “Get Started”
Clink on link:
It will open page below.
Step 1. Enter full name
Step 2. Enter valid email address
Step 3. Click “Get Started”
Clink on link:
It will open page below.
Step 1. Enter full name
Step 2. Enter valid email address
Step 3. Click “Get Started”
Next
Electronic Record and Signature Disclosure
Step 4. Read and then click “Start”
Next
Engagement packet forms will open
Step 5. Click “Start”
Step 6. Software will take you line by line to complete forms. Just complete forms that pertain to you. Please read below:
First 3 pages MUST be completed to file taxes. (client engagement letter and info worksheet)
Page 4 only complete if you are claiming dependent(s)
Page 5 only complete if you are claiming dependent care (daycare, after school program, etc.)
Page 6 only complete if you are claiming education credit (college, university, etc.)
Next
Almost Done
Step 6. Attach forms
Valid driver’s license, i.d. or passport
All income W2’s, 1099’s, etc…
Mortgage interest/property taxes
Insurance form(s) and/or Obamacare form 1095-A
Any and all other tax related form(s)Step 7. Click “Finish”
Done, you can now either email or save to your device all forms completed
You can download forms from link or request forms via email: diana@taxpro305.com
You can scan to computer or take a picture of documents with cell phone. For best cell phone results, you can use the following app to scan:
https://apps.apple.com/us/app/pdf-camera-document-scanner/id803059426
https://play.google.com/store/apps/details?id=com.pdffiller.scantofill
Once Engagement packet is completed please attach any other items from tax checklist that pertains to you and email to diana@taxpro305.com
Taxpro305 will then respond with email when received.
Copyright © 2023 TaxPro305 - All Rights Reserved.
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