Where can I download my tax return?
Your taxes are complete after your tax preparer files your return. To download a copy of your return:
- Log in to Heard
- Go to Your Practice>Documents>Taxes
- Scroll down to the tax year, for example "2024", to locate under the Form Type label
- "Final Tax Return (Form 1040)" of your filed return
- "E-File Confirmation"
- Click on the File Name to download.
How can I amend my tax return?
If you need to amend your tax return, whether you received a tax form after filing or missed a deduction, please contact our team to begin the process. We’ll review your request and connect you with your tax preparer so you can proceed with the amendment.
Please note: The IRS can take the IRS 12–16 weeks to process the amended return.