Happy New Year everyone out there in blog land! Now that the holidays are over everyone’s focus is now on going back to work, paying off those Christmas bills and the dreaded taxes. Luckily there are ways to make filing your taxes a little less stressing. Typically you have to compile all of your tax data, schedule a time to meet with your tax professional and then wait for the return to be prepared. If you are one of those taxpayers that loves technology, then the following process may be of interest to you.
Some tax professionals allow their clients to fill out online tax organizers that will assist in getting all of your tax data compiled and ensure that you don’t forget any important paperwork. Once the online tax organizer is completed you send the organizer back along with your tax information via e-mail. This is very dangerous since you would be sending your tax data over the internet unsecure. This is where a client portal comes into play. A portal is similar to logging into online banking whereas you would login to your own secure account, fill out your tax organizer and upload all of your tax information. Once you have completed these tasks, an e-mail would be sent to your tax professional notifying them that your documents are ready to process. By using this approach, you can cut out wasted time playing phone tag with your tax professional to schedule an appointment, or sitting waiting in their office for them to review your information….that is unless you enjoy sitting and waiting on your tax professional to review your data.
Using technology can make your tax season less taxing.
B. N. S.