Guidelines for Uploading Tax Documents to the Portal

1. Please do not create multiple folders. It actually makes it harder for us.
2. PDF’s are preferred. If using your phone, see if you can use a PDF app versus your camera to capture the documents and upload.
3. If you must use your camera, make sure you can read the small details in the photo. If you can’t read it, we will not be able to either.
4. If using a desktop scanner, feel free to scan all your documents at once. That also is easier for us compared to dealing with individual scans.
5. If you need to contact us about your documents, please use email rather than the portal communication app. For more pressing requests, call us.
6. Advise us how you would like to sign off your Federal and State tax returns. Options include:
   
   
   1. Electronic signatures. You will have to answer Knowledge Based questions generated by IRS based on your past finances to establish your identity.
   2. Scanned signatures. We upload documents. You print the signature documents, sign them and scan back to us.
   3. Come into office to sign documents and pick up printed package.
7. Please note that the Portal is meant to be a way for us to exchange documents. We systematically purge documents 90 days after being saved on the Portal. The documents are saved in our image filing system in the office and retained for at least 7 years. If you ever need a digital copy of your return just email or call us.