If you completed aClient Information Worksheetlast year, the process is very similar, but not for you!
Below are a few shots to show you what to expect to save time before you appointment next year!
Step 1 - First Look,
Business as Usual...
This part of the worksheet remains the same. We simply click the Start button to proceed.
Step 2 - Next,
The Shortcut...
If you completed a worksheet last year, this will be a shortcut for you. If you did not, you will have to complete the worksheet in it's entirety.
Step 3 - Lastly,
The Exit...
Simply click the link to be taken to our Google Form to answer 4 simple questions and 2 selections.
Google Form Intro
Client Information Worksheet Retrieval
After reading and understanding the opening statement, simply provide the following information:
The email address that you used to complete your Client Information Worksheet
Your Last name
Your Date of Birth
The last four digits of your Social
Google Form Outro
You will select the years you are filing
The most common year filled will be 2025. However, if you are filing multiple years, select each one.
Afterwards, select which of those years are amendments, if any
That's all to it!
If you provide the correct information, the Client Information Worksheet that you completed last year will be emailed to you for review.
We will not provide you with personal information on your worksheet. Upon arrival, all you will have to do is review the information and confirm that it is correct, or correct any information that changed. Below is an example client's prefilled worksheet!
