Resources
Resources
Checklists and organizers you can use before you talk to anyone.
The same questions as the portal organizer, in a fillable PDF. Values you enter are preserved when you save and reopen the file.
What you need to gather before the return can be prepared, on one page.
What a K-1 is, what to keep, and why basis belongs to the shareholder.
- State guidesEditorial
Guides are written in English and Spanish and appear as a preparer signs them off. A state without a reviewed guide says so: we would rather show you fewer pages than a date we cannot source.
Find the federal due date for a corporate return, including weekends and holidays in the rule.
How we deliver resources
We ask for an email to deliver the file and record the delivery. The reminder checkbox starts empty and confirmation is a one-time link. The resource does not depend on accepting marketing.