To make your onboarding process as smooth as possible, we’ll request a few documents related to your practice, bookkeeping, and taxes.
Getting started with Heard
- Bank Statements
- Articles of Incorporation and/or Organization
- Federal Employer ID Number (EIN)
Quarterly Taxes
In the quarterly tax checklist, we’ll request that you enter prior quarter payments you made, and you can upload a copy of your receipt, too.
Annual Taxes
During annual tax season, we’ll walk you through the tax questionnaire and request specific documents required to complete your taxes. This is where we will also request your personal tax documents, including those of your spouse if you are filing jointly. Some of the documents we’ll request include:
- Copy of prior year tax returns
- S Corp acceptance letter from IRS (if applicable)
- W-2s and 1099s
- Prior year tax return
- Year end documents
- Receipts of assets >$2,500
Do I need to upload documents in the various tabs on the documents page?
No, the Documents tabs host all the various documents for record-keeping as part of your Heard account. We’ll request documents when you start with Heard, during annual tax season, or when there is a change or update with your account.