Here are some of the commonly used tools and resources for our Admin staff. Enjoy!
| Resource Name | Description | |
|---|---|---|
| Check/ Cash Deposits | //docs.google.com/document/d/1p2UAA6OPePWGoxztEiuZyFbi0R-z4WimhjRLBzlyePE/edit?usp=sharing | How to handle cash or check deposits and log them in Google Sheets as well as Chase. |
| Client Return Label | //drive.google.com/file/d/1TQmQ-c6PmBQLBNSS-vMEs0JJ7il6DvKM/edit | 3-across Avery Regular Sized Labels |
| Gineris Return Address Label with Logo | //drive.google.com/file/d/1-0Gg709Dn68XW4RKcp1akCLPSmsDN3Eh/view?usp=sharing | 3-across Avery Regular Sized Labels |
| Retrieve Your IP PIN | //www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin | How a client can retrieve their Identity Protection PIN online or by phone. |
| Safe Send Returns | //login.safesendreturns.com/account/login?returnUrl=%2Fconnect%2Fauthorize%2Fcallback%3Fclient_id%3Dssr.cpa.client.prod%26redirect_uri%3Dhttps%253A%252F%252Fwww.safesendreturns.com%252Fsignin-oidc%26response_type%3Did_token%26scope%3Dopenid%2520profile%26response_mode%3Dform_post%26nonce%3D637134037530596973.ZGNhNzgxYTUtMWQzNS00NzhjLWJmNzUtYjcxZTllMDhjYzhjMTVhYTMxMzUtODg5OS00M2E5LTlkNTktMDBjOTM1NzFkN2Ey%26state%3DCfDJ8Ae5rDDsjHtEsaqnlceor5WWqeX6fRIin0x7k6R9AniZs4NtwfauRp5r6IFTk2UOOx7a4wKXCOFasTkCWA6aevYLet54Ri4Io-opUfrPSbzwc2apQp6hZbRZmsyY5TYxBit3PYdXohjBNP2cntwqUpQmMCgivSdLx-upo8XZshEPP-jiquPtkJcivluECVAwDq5d6WB4kCmiiY5CKX2RKlILJBumKk6gIkkXdn0uoo-m0rV3cuPOM8jf8Gp1MT_3LhLbLyqui4TPrSV1vDKFAQM9sjeD8y0cqLnsR9kDyVYJy2flmqyd6cZ6GONv163-szipcHrWWNH1BcjpXohReBoD-faEFxthnbufeuBrZNrL%26x-client-SKU%3DID_NETSTANDARD2_0%26x-client-ver%3D5.3.0.0 | This is the website we use to electronically deliver tax returns to our clients |
| Subsidiary Schedules | //docs.google.com/spreadsheets/d/18HaQpPIhqzqoLdqcibB2yj03ZA7kAhrfLI8B4NZVEo4/edit?usp=sharing | Spreadsheet to track tax clients with charitable, medical, rental, and gambling records. |
| Tax Return Coversheet 1040 | //drive.google.com/file/d/1PqdxJCaCxsfhdM8r4Ue9ip6_aAmnn_Hv/view?usp=sharing | |
| Tax Return Coversheet Amended | //drive.google.com/file/d/1PqliAKc67KxJAfJZKUj_-vNe3iaf_1bQ/view?usp=sharing | |
| Tax Return Coversheet Corp | //drive.google.com/file/d/1PwZ8teoene91vW5FzppnTpr7sIUf6ee-/view?usp=sharing | |
| Tax Return Coversheet Exempt | //drive.google.com/file/d/1PvMfX8fneIHluplCpR6KXOx8vzf9u7bb/view?usp=sharing | |
| Tax Return Coversheet Final Entity | //drive.google.com/file/d/1Pq9gLaQBzEd0qId3oNWj0nNoeN5IZqIK/view?usp=sharing | You can edit the word "Corporate" to "Partnership" if necessary |
| Tax Return Coversheet Partnership | //drive.google.com/file/d/1QKOR1wn3WLpzoSqOtJ9pZ_oBX61IHNwP/view?usp=sharing | |
| Tax Return Coversheet Trust | //drive.google.com/file/d/1QL4Zbf4V2uu8mSuDiKEKY58DcYEjVz0p/view?usp=sharing | |
| Tax Season Cheat Sheets | //drive.google.com/drive/folders/1pEO7Nnx8mp1OYiRX-bpe3UyFmvxwIvlM?usp=sharing | |
| Tax Season Training Manual | //docs.google.com/document/d/1OoUBKLBhIxk5UAiHF7oaaLYP_eW8IuyF4skxMR5IKo4/edit?usp=sharing | This is our tax season manual (Word Doc) |
| Tax Season: Client Missing Documents | //docs.google.com/spreadsheets/d/1uUAR65ZTvxiUtjyU0WZ_E4hhbEVsICz-TP-0xvqloYM/edit#gid=0 | Used this form to let a client know what information they are missing. |
| Where is my amended refund | //sa.www4.irs.gov/wmar/notice;jsessionid=MTq3QZslyB0XrXabejTe8iG-.50 | This site is used for tracked the status of federal amended returns |
| Where is my refund | //ginerisltd.com/where-is-my-refund/ | This 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. |