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FAQ’s
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Tax & Government
Information
Commonly Requested
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Frequently Asked Questions
Are you accepting new clients?
What do I do if I receive a tax notice?
Client Instructions
When do you need my documents?
In order to complete your return before the April 15, 2025 deadline, we will need your documents by March 14, 2025.
In order to complete your return before the October 15, 2025 extension deadline, we will need your documents by September 19, 2025.
Where and how do I upload documents?
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- Click “Client Login” in the upper right corner of our website.
- Please note that once you log in, you will need to switch from the Tasks view to Documents.
- On the left-hand side of the screen, you should be able to view your portal in folder view and list view. Please make sure that you are in Folder View to ensure that you are uploading to the correct place.
- There should be a folder titled ‘UPLOAD HERE’. Click here.
- You may now use the Add button to upload.
- If you have access to more than one portal with us (i.e. personal & corporate), you can switch between each account within this page. Just click the drop-down arrow next to the name. Then moving forward, you can add documents specific to each profile in the appropriate folders.
If I upload my documents, how do I know you received them?
We will move your documents into a folder titled “Previously Uploaded” within your “UPLOAD HERE” folder after we’ve processed them. You will still be able to view the subfolder for reference, but you can only upload into the parent “UPLOAD HERE” folder. We will clear this folder at the end of each year. You can then find your documents under the corresponding tax year. For example – Tax Return (2023) > Client Documents > Source Documents.
Should I pay estimated taxes and when are they due?
We will recommend upcoming year estimated tax payments when we complete your current year tax return. It will be included in an email from WBH Consulting and delivered with your return. The quarterly estimate due dates are as follows:
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- Q1 due April 15
- Q2 due June 15
- Q3 due September 15
- Q4 due January 15 of the following year
How do I make my estimated tax payments?
How do I make an extension payment?
An extension grants you extended time to file, but not an extended time to pay. Therefore if it’s anticipated that you’ll owe tax, we recommend making extension payments.
Federal Payments should be made electronically at IRS Direct Pay and should be designated as an “extension payment” for the corresponding tax year. Georgia payments can be made at Georgia Tax Center after you have created an Individual Income Tax account. The Georgia extension payment will need to be designated as an “estimated payment” for the corresponding tax year. Please upload your payment confirmations to your portal or send directly to your tax preparer.
SafeSend
How do I sign?
Please refer to these step-by-step instructions provided by SafeSend. There is also an in-depth video tutorial here.
Where do I get my access code?
Your access code will be sent to the email address we have on file for you.
How do I distribute my K-1's?
Can I manually sign?
New Client Information
What documents do you need from me?
For your re-creation as part of our onboarding process:
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- 2 most recent prior year tax returns (Federal & State)
- All documents used to prepare your most recently filed tax return – examples may included W-2s, brokerage statements, mortgage interest statements, etc.
- Driver’s License(s) – copy of front and back
- Voided Check or bank routing and account number – this will be used in the event that you have to make an IRS payment or receive a refund
For your current year tax return:
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- You will receive a Tax Organizer from SafeSend with an Engagement Letter and Questionnaire.
- You will also have access to a Tax Document Checklist of documents used to prepare your prior year return. This should be used as a starting point as you gather source documents, but will not be exhaustive if you incurred other taxable events during the year.
How do I share my QuickBooks Online file?
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- Sign in to QuickBooks Online as a primary admin.
- Select Settings, then select Manage users.
- Select the Accountants or Accounting firms
- Enter bevan@wbhconsulting.com then select Invite.
Tax & Government Information
What are the tax deadlines?
For Individuals: April 15. If you have an extension, your taxes must be filed by October 15.
Most Trusts, Estates & C-Corps: April 15. There are some exceptions depending on the date of death of the Estate’s decedent, and some C-Corp deadlines correspond to their fiscal year.
For Partnerships & S-Corps: March 15. If you have an extension, your taxes must be filed by September 15.
What is the Corporate Transparency Act?
Commonly Requested Forms
Contact us today to learn more about becoming a WBH Consulting partner.