Do I Have to Complete All of the Questions?

No, only a few questions in the questionnaire are required.

These required questions give your accountant the essential details needed to begin preparing your tax return.

The rest of the questionnaire is customized based on your responses and personal situation. If a question doesn’t apply to you, feel free to leave it blank.

Tips for completing your questionnaire:

• Fill it out when you have all your information ready
• For the smoothest experience, complete it sequentially rather than skipping around

Your progress is auto-saved, and you can always come back to finish later.

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