Complete your tax questionnaire
To get your yearly tax information, your accountant may have you verify information and complete tasks in Client Center by sending you a Tax Questionnaire. The questionnaire will appear on your To-Do list on the
Tasks
screen.note
Once you select
Mark as Complete
you can't edit your questionnaire selections.Questionnaire tasks
- Confirm or enter items in Household Information. SelectMark as Complete. The Tax Questionnaire will appear on your To-Do list.
- Select all life and employment items applicable to you and anyone in your household for the tax year (for example, received a W-2, changed jobs, was a student, retired, or more). SelectMark as Completewhen finished.
- Based on your selections in the questionnaire, you might have additional tasks added to your To-Do list.
Next steps
Once you complete all questionnaire tasks and upload the documents, the Tax Questionnaire moves to the Completed section under the To-Do list.
You can view your uploaded documents in the completed questionnaire and also on the
Documents
screen.Related Content
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Set up spouse to access tax questionnaire
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