Intuit Link for Tax Season 2023

Hello, this is Josh Bretl with FSR Wealth Strategies, and it is that time of the year again that everyone looks forward to. It is tax return season. And this year in 2023, we are once again using the Intuit Link online organizer. And I wanna walk you through how that process will begin. First off, you’ve probably got this video because you got an email that looks something like this.

It’ll come from FSR certified Public Accountants. That is our tax arm. And, it’ll say getting ready for tax time. You’re online organizer. What happens is at the bottom, you’re gonna get a link here. It should say, your user ID is gonna be your email address that this was sent to.

But first things, click sign in here. And if you ever need to sign back in again,it will take you to a sign in page.

It looks like this. what you’re going to do is put in your email address and click sign in. Now, if you are new to this, you’re gonna click down here, create an account. But if you’ve been with us before and you’ve used this, you’re, you already have a login with them. And they do make it pretty simple. You forgot your password, whatever it might be. Cause I’m sure you’re not logging into Intuit all the time. they do make it pretty simple. 

So I’m gonna have you get logged. And when you log in, it will look something like this. let me get my big head out of the way here. You’re gonna have the ability to, to start sending us your tax information.

So first off, I want to walk through this a little bit, is what you’re looking at over here on the left. this is the tax year. Please make sure it says 2022. Uh, if you’ve been with us before, you can scroll down and you can see your older documents in the older years there. But when you log in, first and foremost is our engagement letter. If you click on that, you can read it. This just says you’re not lying to us and we can use your information to prepare your tax return. Um, you’re gonna type your name in down here, so I would type my name in you, hit accept if you wanna download as a pdf, you are welcome to do that there. Going back to the main page, there’s also a questionnaire over here. This questionnaire is pretty standard. It lets us know certain things that we have to look at and take special attention to on your return. But as you’re going through here, they are all yes or no answers. So for example, . were there any changes in your dependants? If for some reason you have a dependency change, you can click yes.

And if you do click yes for something, please put in the comments down here. That is very helpful. So, um, you know, mom moved in with us. And that’ll prompt us to, ask you a few questions you hit post and that will come directly to our office. One I do wanna make you aware of, did you buy or sell mutual funds, investments, things along those lines. The last part here is that we are unaware of, if we hold your investment accounts, we are definitely aware of anything that you’ve done with us. With that, you can go ahead and answer all of those questions. And over here on the right, it will track it, it’ll tell you how many questions that you’ve completed.

Lastly, there’s a document checklist. This is where you can upload documents to us. A list of all the things from prior years are down here. as well as we can get your W2 from your employer. You can fill in some information and a lot of times it will upload your W2 automatically. any bank information, any investment accounts, we get the forms from there.

Or you can browse and you can just upload stuff. straight to us and it’s gonna try and match stuff to you. Don’t worry about that. and those will automatically come to our office. So those are the three big things that we need to do down here. Oh, and I want you to rate it.

And right now you’re getting in my way here, Intuit. And then down here under shared documents, you can review any of the documents that you’ve shared with us that come in there. So those are all that, you see inside of there. Most importantly, when you think you are done, this is important, I want you to click over here, “I think I’m done.” And when you click that, you have the option to notify your accountant. That sends us an information that says, Hey, you think you have everything that we need. That is really important. This is new this year. Please make sure you do this. and I’m not done yet, so I’m not gonna notify us yet, but we can click No, I’m not done yet.

If you have questions on how to use the link again, they, Intuit does its own little video up here. You can download a PDF tutorial, but also feel free to call our office, especially Bob, Diane, myself, we’d be happy to walk you through any of this stuff. So I look forward to talking to you throughout the 2023 tax filing season.

And as always, we wish you the best and can’t wait to finish tax season here for you. Thanks.