Getting Ready to File

What the year-end Filing Readiness process is, when it happens, who you'll work with, and how it gets you ready to file.

Three different things people mix up — what each one is and where it fits.

The hard prerequisite for filing — and what happens (extension or delay) if your books aren't ready in time.

What a tax extension does (and doesn't), and how to confirm the dates that apply to you.

How the tax questionnaire guides document requests, and why your tax contact may still ask for more.

How to work through your questionnaire, including conditional questions, multi-state, and rental items that repeat each year.

How tax document requests can appear, how to upload them, and what to do if something looks missing.

Why changes like an S-corp election or a new business must be disclosed early — the #1 cause of rework.

What the personal tax questionnaire asks and the documents your answers may trigger — filing status, dependents, health care, investments, foreign accounts, retirement.

What we ask about rental properties — and why this section repeats each year.

What the business questionnaire asks — entity and formation docs, ownership, employees vs. contractors, state filings, and QuickBooks for tax-only clients.

How Filing Readiness works when you have more than one entity — and what to expect if you're a bookkeeping-only client being brought into filing.