Phase 1: Submitting Your Tax Information

Complete annual questionnaire

• Clients will receive an email from “LPC Tax” (notifications@cognitoforms.com) with access instructions for the annual questionnaire.

Gather tax information

• Returning clients will have an “Items Received” document for the prior year return. This is a good starting list of what to provide and can be found in the prior year “Return Package”.

• For a general outline of what to provide for individual 1040 returns, see: LPCtax.com/whattoprovide-individuals.

Upload documents

• Securely upload documents at: LPCTax.com/sharefile.

Notify when ready

• Email to confirm once the documents have been submitted and are ready for us to review.

Phase 2: Wrapping Up the Return

Review Return

• Clients will receive a bookmarked PDF copy to review via ShareFile.

• To walkthrough the return together, schedule a time at LPCTax.com/contact.

E-Sign for Return

• Signers will receive an email via Sharefile (noreply@sf-notifications.com) with a secure link for electronic signing.

• Signers must use the secure link in their email to complete signing.

• The PIN code to complete the signing will be saved in the top-level ShareFile (see example in Screenshot 1 below).

Pay Invoice

• Clients will receive our invoice from CPACharge (noreply@cpacharge.com). The email will include a link to pay online.

• Note that we are only able to send the invoice to one email. For joint returns, we typically send to the taxpayer listed first.

Arrange Return Payment

• See tax return for any balance due and/or refund amounts.

• For individual tax payment instructions, see LPCTax.com/payingtaxesonline.

Return Submission

• Upon receipt of payment and the properly signed authorizations, we will submit the return.

• The taxpayer listed first on the return will receive an emailed confirmation of e-filing for most return types.