How to Complete the Tax Organizer

1

Click the "Sign In" or "Accept" button for each invite

For the best results, we recommend clearing your browser history and cookies before accepting each invitation. This will allow you to toggle between your tax engagements.

If this does not work, please right-click the link and open it in an incognito window for each invitation. This will also allow you to toggle between your tax engagements.
2

Sign into your Intuit account.
For the smoothest login experience, we recommend signing in with a phone number.

If you experience any login issues, call QuickBooks customer support for the best results. 1 (800) 446-8848.

If you receive this error code, "We can’t find anyone with [Your Email]"
1. Make sure you have the correct email entered first. :)
2. You may not have an email address connected to this account. Please take the time to create a login with this email address.
  - This is common for clients with new or changed email addresses.
3

Click on the action arrow next to "Engagement Letter."
4

After reviewing the letter, please sign in the space designated and click "Accept" to confirm receipt of this letter and your understanding of the scope, terms, and conditions of this engagement.
5

Once signed, click on "Go to Questionaire"
6

Answer each question accordingly
- Click on "Does not apply" if the question does not apply to you.
- Click on "Does not apply" if the information has not changed or SFR already has access to this information.
- Click "Comments" to add a comment, and our team will reply if needed.
7

Once complete, click on "Go to Documents"
8

Be sure to upload all relevant tax documents
- Click on "Does not apply" if the requested item does not apply to you.
- Click on "Does not apply" if SFR has access to the requested item.
- Click "Comments" to add a comment, and our team will reply if needed.
9

Select "I think I'm done" when you have signed your engagement, answered the questions, and uploaded your tax documents
10

Make sure to sign a tax engagement for all entities and personal tax returns to begin services 🎉

How to Complete the Tax Organizer

Click the "Sign In" or "Accept" button for each invite

For the best results, we recommend clearing your browser history and cookies before accepting each invitation. This will allow you to toggle between your tax engagements.

If this does not work, please right-click the link and open it in an incognito window for each invitation. This will also allow you to toggle between your tax engagements.

Sign into your Intuit account.

For the smoothest login experience, we recommend signing in with a phone number.

If you experience any login issues, call QuickBooks customer support for the best results. 1 (800) 446-8848.

If you receive this error code, "We can’t find anyone with [Your Email]"

Make sure you have the correct email entered first. :)

You may not have an email address connected to this account. Please take the time to create a login with this email address.

This is common for clients with new or changed email addresses.

Click on the action arrow next to "Engagement Letter."

After reviewing the letter, please sign in the space designated and click "Accept" to confirm receipt of this letter and your understanding of the scope, terms, and conditions of this engagement.

Once signed, click on "Go to Questionaire"

Answer each question accordingly

Click on "Does not apply" if the question does not apply to you.

Click on "Does not apply" if the information has not changed or SFR already has access to this information.

Click "Comments" to add a comment, and our team will reply if needed.

Once complete, click on "Go to Documents"

Be sure to upload all relevant tax documents

Click on "Does not apply" if the requested item does not apply to you.

Click on "Does not apply" if SFR has access to the requested item.

Click "Comments" to add a comment, and our team will reply if needed.

Select "I think I'm done" when you have signed your engagement, answered the questions, and uploaded your tax documents

Make sure to sign a tax engagement for all entities and personal tax returns to begin services 🎉