HOW TO SEND FORMS
COMPLETE AND SUBMIT FORM(S) IN A FEW EASY STEPS
1. CLICK ON THE FORM(s)
AS REQUIRED FOR INDIVDUAL AND/OR BUSINESS.
2. SAVE THE FORM(s)
TO YOUR COMPUTER SOMEWHERE YOU CAN FIND IT. KEEP THE SAME NAME AS OF THE FORM.
3. OPEN YOUR SAVED FORM(s) & FILL THE FORM(s) COMPLETELY.
PLEASE NOTE:
- FOR QUESTIONNAIRE FORM ONLY: IF YES IS SELECTED, PLEASE ATTACH THE SUPPORTING DOCUMENTS.
- TYPE YOUR NAME IN THE SIGNATURE BOX & SIGN.
4. SAVE THE COMPLETED FORMS and YOU ARE READY TO SUBMIT THE FORMS WITH ALL YOUR TAX DOCUMENTS. PLEASE SUBMIT TAX DOCUMENTS BY ONE
OF THE FOLLOWING WAYS.
- PORTAL CLIENTS: GO TO THE CLIENT PORTAL PAGE AND CLICK ON HOW TO UPLOAD FORMS THROUGH CLIENT PORTAL AND FOLLOW THE DIRECTIONS.
- DROP-OFF
**NOTE **
IF YOU NEED ACCESS TO THE CLIENT PORTAL YOU CAN REQUEST IT THROUGH THE CLIENT PORTAL PAGE.