BILLING (FAQ)

Go to your SmartCloud Tax Client Portal. There will be links to your most recent financial statements and your bank accounts.

You can submit payment immediately if it’s overdue. If it’s not overdue, you can view the invoice in the same section and pay it early if you choose.

Ask your accounting team about automatic ACH billing options.

You will receive an email notice 2-4 weeks before your renewal month.

Login to your SmartCloud Tax Client Portal, and go to the billing section to view subscription information. The billing section is found under your name and your company name.

You can also send a billing request form to confirm your renewal cost and date.

To cancel your subscription(s), please submit a billing request form. A member of our billing team will contact you to confirm your cancellation and any potential refund you’re eligible for.

Please submit a billing request form, and a member of our billing team will confirm your active subscriptions to our services.

Go to the contracts section of your SmartCloud Tax Client Portal to view active subscriptions. You can also reach out to your team in the message center with any additional questions.

Login to your SmartCloud Tax Client Portal, and go to the contracts section to view your monthly subscription information and more.

That monthly charge is for your Outsourced Accounting Servics. It covers all the features within your SmartCloud Tax Subscription. Login to your Client Portal and click on contracts to see your subscription details.

Yes, but you will not be eligible for a prorated refund after the first 30-day window has closed. If the services are unused, they will be available to you for up to 12 months from the purchase date.

We notify each customer 2-4 weeks prior to their renewal month. Please check your spam folder to ensure you receive important notifications from SmartCloud Tax & Accounting.

Please submit a billing request form and provide details regarding your invoice. If it is determined that you have been charged twice for a service, you will receive a refund.

Submit a billing request form with your information to cancel your service.

We wish you luck in your future endeavors.

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.