How Can I Change Something in the Questionnaire After I Submitted It?

Once you submit your questionnaire and agree to the Acknowledgement of Engagement, the form becomes locked so your accountant can begin working on your return.

If you need to make any updates or corrections:

Contact our Customer Champion team; they’ll be happy to unlock the questionnaire so you can make the necessary changes.

If you haven’t registered yet, just click the “Get Started” button in the top right corner of your screen to jump right in!