Tax Questionnaire Section Overview

In order to prepare your tax return, we must first receive your tax information. This is why we’ve created an interactive online Tax Questionnaire which will ask you a series of questions about your tax situation.

The Tax Questionnaire section of your account is where you’ll find information about your Tax Questionnaires.

Here you can:

• Create a new Tax Questionnaire.
• Manage existing Questionnaires (e.g. edit, view history, delete).
• Submit your Questionnaire to us for analysis.

Please note that all topics related to how to fill out the Tax Questionnaire may be found in a separate help section.