Submitting Your Tax Questionnaire

Once you’ve finished working on your Questionnaire, you may submit it for review. There are several ways in which you can do this:

  • If you are editing the TQ, click the green ALL DONE – SUBMIT button.
  • If you are looking at the list of Questionnaires, click the blue SUBMIT button.

After the Questionnaire is submitted, it is first automatically analyzed by our system. 

If you’re missing answers to required questions

Certain questions are mandatory and require answers. Such questions have an orange star icon next to them. 

If you have not answered all of these questions than your TQ will not be submitted and a pop-up will open prompting you to answer the remaining required questions. Click on the question name in the pop-up window to jump to the required question and answer it.

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 options of checking 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 highlighed in blue.

If you don’t want to answer any more recommended questions, select  Finished- Submit TQ, then click Submit.

How to Make Us to Review Your Submission

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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