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MyTaxInfo

Complete a taxpayer questionnaire

When your tax preparer sends you a Tax Organizer, you will receive an email notification prompting you to sign in and being entering your tax information for the year. You can start, save your progress, and log out at any time, so you don't need to complete it all at once. When you're ready, complete the following steps.
  1. Use the link in the initial email to sign into MyTaxInfo.
  2. Sign in with your username and password. If this is your first time signing in, your username is your email and the temporary password is provided in a second email. Once signed in, you'll be prompted to create a new password.
  3. Follow the on-screen prompts to begin your questionnaire.
  4. Select
    Next
     to continue through the questionnaire.
  5. Once you complete the initial questionnaire, you'll need to enter additional information, based on your responses to the questions. You can complete these in order using the
    Next
     button, or you can use the Table of Contents to jump to different sections.
  6. When your responses indicate a document is needed, you can upload them safely and securely. Go to the
    Document Center
     to upload new documents, and download or delete previously added documents.
  7. Select
    Notes
     to enter information you want the preparer to see. You can also see notes the preparer enters.
  8. Once you've completed the questionnaire (you'll have a status bar to show your progress), you can submit your questionnaire to your preparer.
    1. Make sure all alerts are cleared from the
      Notification Center
      .
    2. Make sure all of your documents are uploaded.
    3. Check the
      Dashboard
       for the message indicating you're finished and can submit.
    4. Select
      Submit Your Questionnaire
      .
Once you've submitted your questionnaire, you're done! You're questionnaire will be locked to prevent further changes. You can download your questionnaire to a PDF file.

This article applies to:

  • Product: GoSystem Tax RS

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