What is the Tax Questionnaire?
The Heard Tax Questionnaire is a survey used to collect basic information needed in order to begin drafting your tax return. Based on the tax needs you have communicated to us for the 2021 tax year, we’ll use your answers from the Tax Questionnaire so that we may begin filing your tax form.
What needs to be done before I fill out my Tax Questionnaire?
Prior to filling out your Tax Questionnaire and kicking off the annual tax process, please make sure your 2021 books are up to date so that we have the most financially current picture of your finances! (Click here to learn more about how you can do this.) We may ask for you to upload documents in the Questionnaire; please ensure these are uploaded to Heard prior to submission as the survey does lock after submission.
What can I expect from the tax process once I’ve submitted my questionnaire?
- Our tax team will reach out to you with additional questions once tax preparation has begun
- We will prepare a draft of your tax return
- We will let you know when your draft return is ready to be reviewed
This process will take 1-2 weeks once tax preparation begins. Once you receive an email from us that preparation has begun, we ask that you be available for the next 7 business days in order to address any questions in a timely manner.
When are annual taxes due?
Here are the list of filing deadlines for the 2021 tax year, based on your tax designation. We’ll continue to remind you to complete your questionnaire as your filing deadline approaches. You can learn more about the form(s) we are filing for you in the Tax Center!