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 the key dates to know.

How the tax questionnaire works — your answers tell us exactly which documents to request, so you only gather what applies to you.

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

How document requests appear and how to upload what we ask for.

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.