Front Desk Tools

Here are some of the commonly used tools and resources for our Admin staff. Enjoy!

Resource NameDescription
Check/ Cash Deposits// to handle cash or check deposits and log them in Google Sheets as well as Chase.
Client Return Label// Avery Regular Sized Labels
Gineris Return Address Label with Logo// Avery Regular Sized Labels
Retrieve Your IP PIN// a client can retrieve their Identity Protection PIN online or by phone.
Safe Send Returns // is the website we use to electronically deliver tax returns to our clients
Subsidiary Schedules// to track tax clients with charitable, medical, rental, and gambling records.
Tax Return Coversheet 1040 //
Tax Return Coversheet Amended//
Tax Return Coversheet Corp //
Tax Return Coversheet Exempt //
Tax Return Coversheet Final Entity// can edit the word "Corporate" to "Partnership" if necessary
Tax Return Coversheet Partnership //
Tax Return Coversheet Trust //
Tax Season Cheat Sheets//
Tax Season Training Manual // is our tax season manual (Word Doc)
Tax Season: Client Missing Documents// this form to let a client know what information they are missing.
Where is my amended refund//;jsessionid=MTq3QZslyB0XrXabejTe8iG-.50This site is used for tracked the status of federal amended returns
Where is my refund // site has information on tracking both federal and state tax return status for original returns. See where is my amended refund for amended return tracking.