Requirements for clients

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Each category on the client page will have one or more requirements. A requirement is essentially a question the accountant needs answered to complete the tax return.

Click on a requirement to open the requirement window.

Each requirement has a title or question, and in some cases descriptive text. In some cases there may also be a tax label and total for your accountant’s future reference. You can add the total ($) if you wish, although it is optional.

You can upload files in the attachment – either by clicking on the attachment field or by dragging and dropping the file(s) from another window.

If needed, notes can added in the “Response” text field. When the client has finished their response they should click the “Return to Accountant” button. Clicking “Cancel” closes the window without change the status.