Clients sometimes switch accountants for various practical reasons. If you're looking to transition both your bookkeeping and taxes to Heard completely, we'd like to ask you to upload the relevant bookkeeping items to help you complete the transition.
If you're only looking to use our bookkeeping services and want to file with an accountant outside of Heard, please opt out of tax services. You can provide your outside accountant with your year's Profit and Loss Statements from Heard.
As a Sole Proprietor, your Schedule C ( business tax return) accompanies your individual tax return (Form 1040). Heard is unable to prepare just a Schedule C and not the full tax return.
How can I opt out of tax filing with Heard?
If you opted to file your taxes with Heard during the Tax Season Kickoff Survey but now wish to opt out, please follow the steps below.
- Go to Taxes > Annual
- On the right-hand side of the page, under "Options," click Opt out of annual taxes.
- Complete the Year-End Bookkeeping module to finalize your books for the year.
- Once your bookkeeping team reviews and closes your books, download the CSV file containing your 2025 Profit & Loss needed to file your taxes.
How can I opt back in to tax filing with Heard?
If you initially opted out of filing your taxes with Heard during the Tax Season Kickoff Survey but now wish to file with Heard, you can opt in through your account.
- Go to Taxes>Annual
- On the right-hand side of the page, under "Options," click Opt in to annual taxes.
- Proceed through each tax preparation module.
Please note: Depending on when you opt back in, you may need to file an extension to allow enough time for tax preparation.