One PDF is the full-blown tax return with all the bells and whistles you would expect, plus a lot of stuff you wouldn’t expect. We have also sent you TWO tax return PDFs. Same tax return PDF as the emailed version, but since the client portal is SSL encrypted and secure, the PDF is NOT password protected and has the full EIN as well. Call us if you need help or use the tax return PDF in your client portal. EINs are unlike SSNs and are typically not memorized. Tax returns are emailed as PDF attachments, and are password protected with the entity’s EIN without dashes. We have sent you your tax returns in two different ways. Please follow the steps below to review your tax returns ensuring there are no omissions or misstatements. We will suspend your tax returns and complete it when we have all the necessary forms.Įvery document and correspondence that was received has been entered into your tax returns- however, fax machines and internet uploads can still fail everyone. So, if you are still waiting on more tax forms from various sources please let us know. It is a challenge to know if our clients are done sending tax documents to us.
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