Client Portal/2023 formatos

Dar click al siguiente link para ver la forma de revisión de información y documentos para la preparación de impuestos para el ano 2023:

2023 CHECKLIST / FORMATO PARA REVISION FORMAS IMPUESTOS (AQUI)
2023 FORMATO EXCEL PROFIT AND LOSS PARA LLC Y PEQUENAS EMPRESAS
2023 FORMATO PARA PREPARAR FORMAS 1099-NEC O 1099-MISC (AQUI) Excel
2023 CUESTIONARIO CLIENTES NUEVOS (LLENAR Y SUBIR PORTAL DEL CLIENTE COMO “GUEST EXCHANGE” Y LUEGO HACER SU CITA (EN PERSONA O VIRTUAL)
2023 IMPORTANT TAX INFORMATION AND TAX TABLES, LIMITS, CREDITS, GENERAL INF

PORTAL SEGURO DE CLIENTES DE ABACUS TAXES:

SecureFilePro™ is a secure client file exchange:

SecureFilePro™ is a secure file exchange web portal, letting you exchange confidential documents securely and conveniently with your tax return preparer. No need to visit the office any more.

  • Upload W-2s and other tax documents to your SecureFilePro site.
  • You can download your finished tax return and other documents. You can sign in and download whenever it’s convenient, and from any computer with Internet access.
  • Security is built in – Your files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, you can view and access your documents.
  • Safeguard sensitive documents – Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with SecureFilePro.
  • Easy to use – SecureFilePro is web-based, and works with just about any browser and computer. It uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.

New for 2023: SecureFilePro Connect

  • A mobile-friendly interface lets you take photos of tax documents and upload them to the SecureFilePro portal.
  • Messaging allows communicating back and forth with your return preparer within SecureFilePro.
  • A prior-year summary can help you gather what you need to send for the new tax year.
  • A remote electronic signature option lets you sign documents on your mobile device or PC.

The links below contain US government and IRS information on basic and frequently asked question. It is helpful to consult with these links before coming into the office, in order to, get the most efficient and positive results.

Track Your Refund: When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return. If you chose to receive your refund through direct deposit, you should receive it within a week. If you use e-file, your refund should be issued between two and three weeks.

You can check on the status of your refund by clicking on the links below

Check your Federal