Below are some frequently asked questions about our tax filing services. If you don't see an answer to your question below, please reach out to tax@advisor.com so that we can help!
FAQs
Where do I login to the Tax Filing portal?
Where do I upload my tax documents?
What tax documents do I need to provide?
What deadlines do I need to be aware of?
What do I do if I need to file more than one federal tax return?
Can you also file my business tax return?
Where do I login to the Tax Filing portal?
- You should login here: https://advisor.worklayer.com
What is the Worklayer?
The Worklayer is our tax filing workspace where all 2023 tax return activities will take place. This is where you will monitor and complete your tax return, and communicate with your certified CPA Tax Pro.
You can access the Tax Worklayer on your desktop and use the Worklayer App for iPhone or Android.
Your workspace will be empty (like the image below) until your Tax Pro has started working on your tax return.
Where do I upload my tax documents?
Upload your tax documents into your RightCapital Vault in the 2023 Tax Filing Documents folder. Here is a checklist outlining required tax forms.
What tax documents do I need to provide?
Use our 2023 Tax Form Checklist to identify what tax documents you need.
Don’t worry, your certified CPA Tax Pro will reach out to you if they notice any missing forms or information while they are completing your return. Just do your best!
What deadlines do I need to be aware of?
Important Tax Preparation Dates
- January-March: Upload your 2023 tax documents into your RightCapital File Vault. Use our 2023 Tax Form Checklist to identify what tax documents you need.
- April 1st: Deadline for the submission of all tax documents to meet the standard tax filing deadline. Pending filings will be put on an extension automatically.
- April 15th: Deadline for normal tax filings.
- October 15th: Deadline for extension tax filings.
What do I do if I need to file more than one federal tax return?
Your subscription includes one personal tax return per year, per household and covers up to 3 additional state filings.
Can you also file my business tax return?
At this time, we are currently not able to file the taxes for your business or corporation.
Can you help me manage my quarterly tax payments?
On your Tax Return you will be able to find four quarterly vouchers with instructions on how to pay your taxes. You can use the IRS Site which gives payment options (online or mail).