Then proceed to enter your information and upload your documents.
Once you are done uploading those documents, please proceed to click on the next links to finish your intake:
Once the terms are accepted, the client will need to:
1) Sign the Return (The Tax Professional will give instructions from here)
2) Sign the Consent to Use and Consent to Disclose below once you have agreed to the submission of your return.
The Pay Options will be discussed with the client. However, if a payment should need to be made you can click below or wait on your invoice.