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Tasks

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

  1. Confirm or enter items in Household Information. Select
    Mark as Complete
    . The Tax Questionnaire will appear on your To-Do list.
  2. 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). Select
    Mark as Complete
     when finished.
  3. 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.

This article applies to:

  • Product: Onvio
  • Audiences: Client

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