Submitting Your Tax Questionnaire

When you are done with your tax questionnaire, please submit it. 

As you may be working on many questionnaire's, we added a special button: All Done - Please Review to let us know when you're done with everything and we can review. 

  1. How to submit Tax Questionnaire (TQ)
  2. All Done - Please Review - click this button when you have submitted all TQs

How to submit Tax Questionnaire

You can submit a TQ from the overview page pictured above, or from within the tax questionnaire itself.

If you’re missing answers to recommended questions

If you answered all the required questions but skipped the recommended ones, you will see the following screen.

This window gives you the option of reviewing all the unanswered questions so that you can go back and answer them. You are not required to answer all the recommended questions, but the more info you provide to us, the better we can prepare your return.

  • Select 'Not Ready - still making edits' to return to the Questionnaire and answer the remaining questions. These ones will be highlighted in blue.
  • Select 'Finished - submit TQ' if you don’t want to answer any more recommended questions.

All Done - Please Review - click this button when you have submitted all TQs

You can now continue to work on the other Questionnaires. Note that we won’t start analyzing the submitted Questionnaire until you confirm that you are finished completing all your questionnaires. 

If all Tax Questionnaires you would like us to work on are submitted, you click  All Done - Please Review button to inform us that you are ready. We will analyze your responses and reply with an Engagement Letter within 3 business days.

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