Tax Deadline This Year. What to have in hand

Lay these out before the call

Last year's business return and last year's personal return, if both exist. Read only access to the books is enough. We do not need you to export the whole file onto a kitchen table. The extension acknowledgement, and a note of any payment that went with the original due day. Formation papers only if the company is new or the owners changed. An S election only if you are unsure it was accepted.

Ownership changes matter when the return has to say who owned what and when. If nothing changed, say nothing changed. A speech about a stable year is optional.

If a worker or a contractor was paid, know whether the provider already produced the wage and information forms. That wage-form question sits beside the income tax calendar. It does not replace the day the income tax return is due.

What we will not ask you to hunt

We will not ask you to rebuild a filing drawer on camera. A missing acknowledgement is a fact we can plan around. A missing month in the books is a fact the scope has to name. Neither one is solved by panic in the hour before the call.

We will not ask for a street address, a mailbox, or an identification number in the chat. Identity for an engagement is handled after the scope exists, in the way the letter describes.

If the time you picked no longer works, use the calendar again or the phone in the footer. The day the return points at will not reschedule itself to match your new slot.

After the call

You will know whether Thursday, January, or a day already past is the one attached to your form. You will know whether the next step is a signed scope or a smaller task you can finish alone. The pages stay up either way. Start with the dates if you want to reread the list before we talk.

Payroll setup, if it is in the scope, stays a setup. The provider keeps the deposit calendar. We will say that again on the call if the two calendars start to blur.