Tax Updates, FAQs & Tools
Learn more about recent tax changes, and how they may impact you.
Frequently Asked Questions
- Your Social Security Number
- Filing Status (Single, Married Filing Jointly, etc.)
- The exact refund amount (not including cents)
Customer Tools & Payment
Simple payment submission
We try to make your Tax & Accounting projects simple, and also want to make payments to us simple and easy as well.
To do this, we work with Square to privately and securely accept all major credit cards & Google Pay.
Click below and enter the amount discussed with you with your Double Tax 100% Adviser.
Submit Documents Securely
We’ve partnered with Intuit financial software, to ensure our customers a smooth, secure and transparent process for managing your tax filing and accounting project with us. Below, we’ll walk you through how.
Choose how you share documents
When you engage with Double Tax 100%, let us know if you’d prefer sharing documents with us via one of the secure online storage services, or if you would like to be guided through the document requests with MyTaxPortal (recommended).
If you prefer cloud storage providers, you’ll simply create a folder containing all your documents, and share that folder with the Double Tax Advisor email we provide.
If you prefer the managed process through MyTaxPortal, we will send you an invite via email to create a MyTaxPortal online account to work with us.
Intuit Link Tax Document Management
We use Intuit Link to help ensure that we ask all the questions necessary to complete your tax/filing project(s). Intuit Link helps us both organize and plan out the documents and details we’ll need to get going as soon as possible.
Click any of the images below to view them fullscreen
Check your tax year and To Do's
Congratulations, you’re logged in! Now, you’ll see To Do’s at the top of the screen for you to complete. To Do’s will be both questions about your tax/business situation as well as requests for specific documents. You can return to complete To Do’s as you are ready.
PRO TIP: Make sure that you’re set to the correct tax year for the documents and To Do’s you’re looking for. Find the tax year dropdown at the top right of the Intuit Link website.
Complete your To Do's and check in
You’ve done it! You have now filled out and sent everything over we should need to know to get things going, and perhaps complete your entire project!
Your Double Tax 100% Advisor will be notified, check your submission, and will be in touch with you promptly with any further documents or details about your status to complete the phase of the project. Keep an eye on your email or, if preferred SMS, for our response to keep the process moving smoothly.
Everything centers around our customers’ success.
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Get in touch with us today!
We can’t wait to talk to you
We’ve seen it all—whether you have everything together or need a little help, don’t delay a consultation with one of our advisors another day. We’ve helped hundreds of customers and can’t wait to learn about your needs and to see your success!
We’re available via chat below, email through the form, phone (863) 264-8244 or to hold a free consultation around your schedule, or even through a thumbtack project!