DOING YOUR OWN TAXES CAN FEEL LIKE DOING A PUZZLE.
The good news is - we are great at puzzles!
Preparing your own income tax return can be a task that leaves you with more questions than answers. Like it or not, today’s tax laws are so complicated that filing a relatively simple tax return can be confusing.
HERE IS WHAT WE KNOW:
It is just too easy to overlook deductions and credits to which you are entitled, and oftentimes little mistakes can turn into big IRS nightmares. It’s best to leave tax preparation up to the experts. Regardless whether you are a single-parent, a family, a business owner or worked as a 1099 employee this year we can help.
QUICK LINKS & REFERENCE GUIDE
Some of these links are contained in your automations and other places, however this page will house all of your links in one place.
Universal Links
All team members can use these links
Calendar Group - This is a link to all calendars, it's the same link from the website.
First Consultation
Onboarding Call - Onboarding call to review the client's document and information with them.
Tax Return Review - Tax Return Review. Use this to schedule a quick zoom call to review the clients returns.
Client Portal - Link to send clients just in case they forget the web address.
Referral Partner Sign Up - send this to your clients that want to become referral partners.
(*IMPORTANT* Referral partners must use they link they receive in their email to get credited for their referral in the Taxli system)
Submit a Referral - Send this to clients if they want to submit a referral.
(*IMPORTANT* Anybody can submit a referral through this link, however, the system will only track referral partners who use their personal link. You can use your own means of tracking as well)
ADD THIS TAG track_invoice_payment when sending an invoice to activate the invoice follow-up workflow
Tax Pro's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
Jane Dough's Links
Client Interview Form - Open this form and complete during your first call / interaction with a client.
Missing Documents - If you discover that a client is missing documents, you have the option to send this form.
Document Upload - Send this to a client if they need to upload additional docs and may have time or having trouble logging into their portal account.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
John Dough's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
