Logistics and How-To

Tax Preparation Roadmap

 

Have you ever wondered about what goes on behind the scenes when we are preparing a tax return for you?

Or why it takes a few weeks instead of a few days?

Or why we are so persistent in emailing and calling to follow up on questions we’ve sent you regarding your tax return?

We work hard at preparing your tax return with accuracy, thoroughness, care, and an eye toward tax strategy.  There are a surprising number of steps in the process.

We invite you to watch this short video where we give you a tour of our Tax Preparation Roadmap – we’ll show you the steps involved on our end and where we ask you to take action to help us deliver our best work to you.

Tax Preparation Roadmap graphic

Thank you for watching,

Siobhan

 

 

 

Portal: Uploads to your personal or business account

If you have access to more than one account in your portal (e.g. a personal and business account), please select the correct account for each uploaded document. When uploading, use the middle drop down menu to select the correct account.

In the following example Samantha Jones has two accounts with us — her personal account (with her husband Jonathan Smith) and her business account (Samantha Jones LLC).   The document  she is uploading to the portal  is for her business taxes.  Therefore she would use the dropdown and select her business account.

Doc Upload Image

 

It really makes a difference on our end to make sure your documents are saved in the correct account.

2020 Tax Worksheets

Do you need a worksheet to turn in with your tax info?

You are always welcome to contact our office and request that we email you a worksheet.   admin@thrivebusinessgroup.com  or (360) 746-8738.

Or, you can download the needed worksheet below:

Rental Worksheet 2020

Vehicle Worksheet 2020

Schedule C Worksheet 2020

Home Office Worksheet 2020

Home Office Spreadsheet  2020 (you can use either the worksheet or spreadsheet)

Do you do your business books in QuickBooks?

This checklist will help you complete your books for year end.

Download a pdf of our Business Bookkeeping Year End Checklist

 

Deadlines

[Last updated 1/29/2021]

2020 Business Return Tax Preparation

For C Corps, S Corps and Partnerships, we need your completed tax packet and relevant data by Friday February 5th

If you would like us to file an extension with the IRS to file your business tax return we need your request by Friday February 26th.

 

2020 Individual (1040) Tax Return Preparation

To file by April 15th we need your completed tax packet and relevant data by Friday March 5th

If you would like us to file an extension with the IRS to file your personal tax return we need your request by Monday March 22nd.

 

Deadlines - Spring 2021 (with extensions)

 

E-signing OfficeTools Documents FAQ

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Instructions:  E-signing Documents

#1) You will get an email from no-reply@officetools.com with a link to create a pin

OT 1

 

 

#2) When you click on that link you will see this screen. (Your PIN can only be digits not letters.)

OT 2

 

 

#3) If it worked, you will see this screen:

OT 3

 

 

#4) Now you will get an email that you have a document to sign. You have to set up your pin BEFORE you are notified that there is something to sign.

OT 4

 

 

#5) When you click on the link to sign the document you will see this screen and will need to enter the pin you set up:

OT 5

 

 

 

#6) If it is an IRS compliant signature document (such as an Efile) then you will see this screen asking a few questions to confirm your identity for IRS compliance. The 3rd question can vary but will have to do with your address in some way.

OT 6

 

 

 

#7) Then you will need to accept the e-signature agreement

OT 7

 

 

#8) Then the document will open and there will be a yellow arrow showing you where you need to sign.

OT 8

 

 

#9) Then you will need to click the green button to finish signing the document

OT 9

 

 

 

#10) You will get this notice that you have successfully signed the document

OT 10

 

 

If you are the only one signing the document, then the Thrive staff member that initiated the e-sign will get an email that it was successful and will be able to access the signed document.

If someone else also needs to sign the same document, then this process starts over with the second signer. NOTE: The second person does not get notified in their email until the first person has successfully signed. The Thrive staff member does not get notified until both signers have successfully signed.

 

 

FAQ

I was told I have something to sign but I don’t see anything in my email?

The first step is to create a PIN. Look for an email from no-reply@officetools.com with a link to create a PIN. This may have gone to your junk/spam folder so check there if you don’t see it in your inbox.

Another possibility, is that if two people need to sign the document, the first person needs to sign before the second person is notified. The first person may not have signed yet.

 

I see the signature document in my portal but I can’t sign it?

The e-sign process does not happen in the portal. It will be through your e-mail and does not require you to sign in to your portal account. We have uploaded a pdf of the signature page to your portal if you would like to print it out and sign a paper version instead of e-signing.

 

I am trying to create a PIN but it is giving me an error message that my name doesn’t match?

It must match what is in our database. You can contact us if there is any confusion on what first and last name we may have entered for you.  If you have an apostrophe in your name, it can cause an issue. Try without the apostrophe.

 

I forgot my PIN. How do I access the document?

Click on the “Forgot your pin?” link underneath where it asks you to enter your PIN. This will let you reset your PIN.

 

I have answered all of the identity questions correctly but it is giving me an error message?

It must match what is in our database to be successful. We may have something entered incorrectly. You can contact us and we will confirm that your answers match what is in our database.

Physical file drop off / pick up during COVID

[Updated 12/21/2020]

Our physical office remains closed during this pandemic and we are continuing to do as much of our business electronically as possible. Please continue to use the secure client portal on our website for document transfers.

If you would like to snail mail us your documents, our address is 1325 Lincoln St. Bellingham, WA, 98229

We also have a secure dropbox to the right of our front door where you can drop your documents off.

If you need to pick something up, please note the following:

  • Our office is still physically closed with limited availability
  • You will find our front door locked – please knock loudly
  • Please wear a mask. Our team member assisting you will wear a mask too.
  • Please stay outside the office – we will hand documents in/out at the door.

Thank you for continuing to use electronic solutions as much as possible and for following the instructions above to allow us to provide this physical document service and help keep us all safe in doing so.

Thrive Portal FAQs

How can I access the portal?

The portal can be found by going to the Thrive Business Group website and selecting the “Portal” tab. The website link is: https://www.thrivebusinessgroup.com/portal-login.htm

Portal tab pic3

How do I use the portal?

This short video explains how to use the portal.

Portal video

 

I forgot my password or never received the temporary password by email.

Go to the portal login page and click the “Forgot Password?” option to have a reset password link sent to you. If you are set up in our portal you will get the message: “Instructions have been sent to the email address provided.” If you get the message: “A user with that email address does not exist” then contact us for assistance.  admin@thrivebusinessgroup.com or 360-746-8738

What email address is associated with my  personal account?

Our new portal only allows one email address per account. If you are a married couple, you will both need to sign in with the same email address and password. Please contact us to find out whose email address we have as the main contact.

Will my personal and business documents be in the same portal account?

For business owners, if we only have one email address on file for both your personal and business accounts, then your personal and business documents will be in one portal account. If we have separate email addresses for your personal and business accounts, then you will have two portal accounts. Let us know if you would like to change how your personal and business accounts are setup on the portal.

Who do I contact if I want to change the email address associated with my portal account?

Call us at 360-746-8738 or email admin@thrivebusinessgroup.com

I can login to my account but I would like to change my password?

Once you are logged in to the portal – go to your name in the bar at the top. There will be a drop down menu – Select “Change Password” and it will take you through the process of changing your password

Change password pic2

 

How do I download a document?

Once in the system, hover over the file name and then click the download button to the right of the “Uploaded” column to retrieve your documents and download for your records.

Download pic 2

How do I upload a document?

Use the “Upload File” button and then you will be prompted to choose a file or multiple files to upload.

 

Upload pic2

 

What folder should I choose when uploading?

You don’t need to choose a folder. If you have a personal and business account, choosing the appropriate folder with your personal name or business name could be helpful.

Do I need to let you know that I uploaded something?

We will automatically get notified whenever you upload a document to your portal account. You do not need to contact us.

How long will I be able to access the documents that are uploaded?

Files will be available in your portal for one year. Please download documents for your records. If you need something that is not in your portal, please contact us.

I received an e-mail for Office Tools E-signing. What do I need to do?

The first time you use the Office Tools e-sign, you will be prompted to select a PIN. Please note this PIN for future use. You will then be asked a few security questions for IRS Compliance.

I am not able to answer the security questions. What should I do?

Please contact us so that we can verify that the information in our database is correct. You can also print, sign, and return the signature form in your portal (a scan or photo is fine).  You can also stop by our office to sign.

I did not receive an email with the e-signature link.

When more than one person is signing a document, the email goes to the first person listed.  They have to sign and then the second person will receive an email. Most likely, the first signer has not signed the document yet but please contact us if you are expecting a document to sign and don’t receive it.

I need additional assistance

Call us at 360-746-8738 or email admin@thrivebusinessgroup.com

Worksheets

 

Do you need a worksheet to turn in with your tax info?

You are always welcome to contact our office and request that we email you a worksheet.   admin@thrivebusinessgroup.com  or (360) 746-8738.

Or, you can download the needed worksheet below:

Rental Worksheet 2020

Vehicle Worksheet 2020

Schedule C Worksheet 2020

Home Office Worksheet 2020

Home Office Spreadsheet  2020 (you can use either the worksheet or spreadsheet)

 

Do you do your business books in QuickBooks?

This checklist will help you complete your books for year end.

Download a pdf of our Business Bookkeeping Year End Checklist

 

[last updated 1/11/2021]

How to Contact Us Regarding Your Tax Return

[Updated 12/21/2020]

We are working to streamline our communication systems to provide the best possible service for you.

With double the number of team members working at Thrive this year, it can sometimes be hard to know who to send your email to.

When in doubt, it’s best to email our administration address at admin@thrivebusinessgroup.com  or call our office at 360-746-8738. Our admin team will forward your communication to the right team member.

To help make your tax preparation process as smooth & timely as possible, please note the following additional communication strategies with our team:

  • Ways to submit your tax info:
  • Who to email if you have a question (or for that one surprise tax document that just came in the mail):
    • If you receive a question about your tax return from one of our accountants, please email them back directly.
    • If you are not responding directly to one of our accountants, and it’s a tax processing question, please direct it to soren@thrivebusinessgroup.com
    • For non tax processing questions, or if you are unsure, please email admin@thrivebusinessgroup.com