ACCOUNTING (FAQ)

Your accounting team will send you a message in the client portal with a copy of the extension forms and confirmation that your extension has been submitted and filed.

Login to your SmartCloud Client Portal, and navigate to the task section. From there, fill out and submit a questionnaire and upload important tax documents.

• Started Means you have started answering the questionnaire but haven’t submitted it.

• Info Submitted Means you have submitted the questionnaire.

• Additional Info Needed Means we sent you a message in the message center for additional information we need to complete your return. Please respond back to the message.

• Preparation Means we are working on your tax return.

• Internal Review Means your tax return has been completed by the accountant, and a manager is reviewing it.

• Client Review Means we have sent you the tax return to review and approve.

• E-File Means we have electronically filed the return on your behalf with the IRS.

• Completed Means the IRS has accepted the tax return and you are all set!

Login to your SmartCloud Client Portal, and navigate to the mmessages section. Please upload the tax notice to the respective tax year folder, and schedule an appointment with your tax advisor.

Login to your SmartCloud Tax Client Portal and navigate to the messages center in the left navigation. Start a new message, select a recipient, write your message, and select ‘Send’.

First payment Due dateApril 15, 2024. SmartCloud Deadline DateApril 8, 2024.

Second payment Due dateJune 17, 2024. SmartCloud Deadline DateJune 10, 2024.

Third payment Due dateSeptember 16, 2024. SmartCloud Deadline DateSeptember 9, 2024.

Fourth payment Due dateJanuary 15, 2025. SmartCloud Deadline DateJanuary 8, 2025.

Your password is the last six digits of your Social Security number for your personal return and the last six digits of your business EIN for your business return.

Login to your SmartCloud Client Portal and navigate to the Documents section in the left navigation. From there, select either Business or Personal Tax Information depending on the nature of the tax document, and click ‘Upload Documents’.

You can also utilize the upload documents button from the main dashboard’s widget for the current tax year’s tax return status.

Login to your SmartCloud Client Portal, and select messages on the left side navigation. Click on icon to link attachments, and select ‘Upload Documents’ on the page and click "Send"

Login to your SmartCloud Tax Client Portal, and select messages in the left navigation. From there, send your message requesting more information about your return.