Welcome back. Hope 2024 treated you well.
A few quick notes:
Intuit Link. We use Intuit Link for collecting tax information. Intuit Link will contain your tax questionnaire, to-dos, and you'll upload your tax documents for the 2024 tax year.
Digital- and mobile-friendly. That's right, no paper needed. Upload your tax documents by taking a picture of your tax documents on your phone or scan and upload them through your phone or computer.
Text notifications. That's right, you'll be alerted via text along the way – for example, when a new document is being requested from you or when your tax return is ready for e-signing.
JHC uses Intuit Link – your new secure tax portal.
ONE SECURE LOCATION
Start sharing your tax data with your tax preparer within a single and secure portal.
SIMPLIFIED COMMUNICATION
Easily send forms and answers to questions to your tax preparer.
REAL-TIME STATUS UPDATES
Your dashboard shows how much progress you've made in completing your accountant's questionnaire.
Here's an overview of the process
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step 1: send a request for your 2024 tax return to be completed
Fill out this form and you'll receive an email with information on setting up your Intuit Link account. Once you set up your account, you won't need to do it again next year.
STEP 2: check your email & Set up your intuit link account
After you submit the form, check your email within 24-48 hours and you should receive instructions to set up your Intuit Link account. You'll receive a text alert when the email has been sent.
STEP 3: complete questionnaire & UPLOAD TAX DOCS
Complete the questionnaire in your Intuit Link account and upload your tax documents in your Intuit Link account.
STEP 4: pay for your return
After uploading all of your tax documents, you'll need to pay for your return before it gets prepared. You'll receive an invoice via email and can make your payment via electronic bank transfer or credit card.
STEP 5: SIT BACK WHILE YOUR TAXES ARE PREPARED
Once all of your tax information is received, your return will be completed within about 3 business days. After you taxes prepared, you'll receive a link via email to sign your return electronically.
