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Client Intake Status

2025 Tax Return

Missing Documents
Overall progress
62%
  1. Not Started
  2. In Progress
  3. Missing Documents
  4. Ready for Review
  5. In Preparation
  6. Needs Signature
  7. Payment Due
  8. Filed
  9. Completed

Missing document alerts

Upload center
  • W-2
    2025 W-2 (Employer)
    Wages statement — required
    Upload
  • 1099
    1099-INT (Chase)
    Interest income statement
    Upload
  • ID
    Dependent SSN cards
    Copies for both dependents
    Upload
  • IRS
    IRS Letter (CP2000)
    Please upload the notice received
    Upload
Next Steps

3 things to do this week

  • 1Upload your W-2 from your employer
  • 2Complete the Dependents section of the Tax Organizer
  • 3Confirm your appointment on March 21
View all tasks

Upcoming appointments

View all
MAR
21
Tax return walkthrough
2:30 PM · Office
APR
02
E-file review call
11:00 AM · Video

Unread messages

Open inbox
  • Elena Park, CPA
    10:24a
    I reviewed your prior return, a few notes…
  • Front Office
    Yesterday
    Reminder: please upload your W-2 when ready.
  • Billing
    Mar 04
    Invoice #4540 is now available.

Payment status

Billing
Balance due
$450.00
Invoice INV-4540 · due Mar 20
Pay now
$0
Past due
$450
Due soon
$1,250
Paid YTD

Pending tasks

View all
  • Upload 2025 W-2
    Due Mar 12
    Documents
  • Sign engagement letter
    Due Mar 14
    Signature
  • Complete Dependents section
    Due Mar 18
    Organizer
  • Pay invoice INV-4540
    Due Mar 20
    Payment

Announcements

  • Tax deadline: April 15
    Please have all documents uploaded by March 31 to guarantee on-time filing.
  • Office closed March 29
    We'll be closed for Good Friday. Portal remains available 24/7.
  • New: e-signature
    You can now sign engagement letters directly in the portal.